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Registering/Signing up for Investment Counseling

The Montgomery County Employee Retirement Plans (MCERP) provides a two hour retirement and financial planning sessions through Cambridge Investment Research. Cambridge Investment Research is a financial planning firm providing confidential, professional and independent education services. One 2-hour session is designed to respond specifically to questions related to financial planning and investments for participants in the Retirement Savings Plan (RSP) or the Fidelity Deferred Compensation Plan (DCP) . Please visit the website by clicking on the link below to register online or call Paul Taber at Cambridge Investment Research directly at 410.557.7300.

Fidelity Investments also offers a one hour retirement and financial planning session designed for Guaranteed Retirement Income Plan participants, RSP or DCP participants with a Fidelity account. Please visit the link below to register online or call Fidelity onsite representative at 240.777.8228.

Find more information from the following link(s):
To speak with a Customer Service Representative, please call 311 during business hours.

Last Updated: 11/30/2023 14:51:02