Browsing Tag
Fidelity Investments
194 posts
Fidelity Data Breach Impacts 77,000 Clients
The firm is offering credit monitoring and identity restoration services to clients for 24 months
Morningstar HSA Report: Lower Fees, Better Investments, But Lots of Room for Improvement
Fidelity is only provider to earn “High” ratings in both categories of new health savings account market analysis
Corporate Roundup: Pontera, 401GO Partnership, Vestwell and Commonwealth Expand Collaboration
The latest news from Pontera, 401GO, Vestwell, Commonwealth, and more
Retirement Plans Still Lag in Digital Experience: J.D. Power
Plus, the top rankings of retirement planning firms with the highest plan digital satisfaction
Retirement Accounts on Continued Upswing in Q2: Fidelity
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024, reports Fidelity's latest analysis
Enhanced Advisor Engagement Leads to Happier Employers
Employers report being "highly satisfied" with their advisor partners, as more push to work with professionals past the 401(k) plan
Healthcare Costs in Retirement Likely to Far Exceed Americans’ Expectations
Fidelity’s 2024 Retiree Healthcare Cost Estimate rises 5% from last year
Parents Prioritize College Savings Despite Shortfall
Sixty-seven percent of parents expect to pay at least some of their children's higher education, yet only 30% are on track to hit that goal, finds Fidelity
401(k) Account Balances Reach Record Levels
The analysis by Fidelity Investments finds that balances increased across 401(k), IRA, and 403(b) accounts
Fidelity HSA Assets Hit Record-High $24 Billion
Younger investors lead to surge in health savings account balances