Missing Something?

Sunday, May 20, 2007

Magnifying glass over a URL Fidelity, the company that manages my 401k, sent me the following letter:


We are sending you this letter to remind you that you can:

  • Access your online statement by logging into NetBenefitsSM, selecting PLATINUM EQUITY, and clicking Online Statement in the View menu on your plan’s Summary page.

  • Print your statement using NetBenefits, or obtain a paper version by calling your plan’s toll-free number at (800) 835-5095, free of charge

  • Change the way statements are delivered to you by visiting Mail Preferences under the Your Profile tab

Online Statements let you view and print statements for any time period within the past 24 months. Remeber, you can also visit NetBenefits at any time to manage your workplace benefits and access learning tools and resources to help you stay on track toward reaching your retirement goals.

If you have any questions or need assistance, please contact us by visiting NetBenefits or by calling your plan’s toll-free customer service number.

Why, yes, as a matter of fact, I do have a question: What’s the URL? They mail me a letter to extol the virtues of using their online system, and never think to tell me where it is? The letter didn’t even mention the main Fidelity site. Not that it would have helped — you won’t find NetBenefits mentioned on their home page. If you guess that you need to click the login link you will finally find NetBenefits.

I’m a geek, so of course I went looking for the site — although it was for the challenge and not so I could use the site. Most people, though, probably just threw the letter away when they realized it didn’t include the one crucial piece of information necessary to take advantage of everything else in the letter.