Fidelity Investments launched a new program, Plan for Life, which guides people participating in workplace retirement plans to help them reach their financial goals.

As part of Plan for Life, Fidelity is increasing the number of licensed phone representatives dedicated to helping guide participants through more complex benefits decisions by 80 percent this year. All of them will hold a FINRA Series 7 license allowing them to provide help on a broad range of needs from basic transactions and decisions to more complex asset allocation and broader retirement planning needs.

It is broadening workplace education to include onsite retirement planning consultations and is enabling on-the-spot enrollment using mobile tablets. It will open up these sessions to spouses of workers as well since retirement decisions affect more than just one individual. According to Fidelity, attendance at onsite planning and guidance sessions was up 40 percent year-over-year during the first four months of 2012.