Phil Appelbaum

Phil Appelbaum is a seasoned employee benefits professional with over 25 years of experience in the HR and Total Benefit Outsourcing industry, specializing in operations administration and client service management. They served as Vice President of Service Delivery at Xerox, overseeing client deliverables for retirement and benefit-related programs from 2001 to 2013. At Fidelity Investments, Phil held multiple roles including Vice President of Workplace Investing and Vice President of Benefits Consulting from 2013 to 2021, and Vice President of Fidelity Workplace Consulting from 2019 to 2021. Prior to that, they managed day-to-day pension benefit administration as Pension Benefits Supervisor for the American Federation of Musicians and Employers' Pension Fund from 1996 to 2000. Phil graduated with a degree in Business Administration and Music Theory from the State University of New York at Albany in 1996.