Browsing Tag
Fidelity Investments
198 posts
Surprising Findings in Fidelity’s Latest 401(k) Figures
There were several surprises in Fidelity Investments’ latest quarterly analysis of retirement savings. While 401(k) balances dropped (expected),…
401(k)s and COVID-19: What Consumers are Hearing from Financial Experts
The mainstream media has been filled this week with a variety of financial experts doling out advice to…
Congress Makes Another Bid to Create 401k Match for Workers With Student Loans
Helping an employee reduce their student loan debt and build retirement savings at the same time is the…
Schlichter Wins $12 Million Settlement in Oracle 401k Case
Looks like famed retirement plan litigator Jerry Schlichter has done it again. A $12 million settlement has been…
401k Millionaire Ranks Grow Again in Q4 2019
The number of 401k millionaires continues to grow, reaching record levels at the end of 2019 according to…
Trump Touts 401(k) Growth in State of the Union
President Donald Trump gave a nod to the success of 401(k)s as he hailed the “Great American Comeback”…
How to Resist 401(k) Hardship Withdrawals
Just because 401(k) plan participants can easily take a hardship withdrawal today doesn’t mean they should, of course.…
What’s America’s Retirement ‘Score’?
Retirement crisis? What retirement crisis? American savers have steadily improved their retirement readiness over the last 15 years…
Schlichter Sues Shell, Fidelity in 401k Fiduciary Breach
Jerry Schlichter has Shell Oil in his sights. The tort lawyer made famous for bringing suits against plan…
Fidelity Opens its HSA Platform to Advisors
Financial mega-firm Fidelity Investments has made what it claims is the industry’s “only full-service health savings account (HSA)”…