Browsing Tag
Fidelity Investments
194 posts
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)”…
Fidelity Fees Are Top 401k Litigation Story of 2019
Fidelity always seems to garner attention—whether it’s controversy over supposed quid pro quo or zero-fee fund options. The…
Fidelity Weighs in on Schwab/TD Deal
What about us? It’s the take from Boston-based financial behemoth Fidelity Investments, the nation’s largest recordkeeper, in the wake…
Number of 401k Millionaires Hits Another High
It’s a trend we absolutely want to continue—the number of 401k millionaires has reached another record high. As…
Student Loan Debt: Fidelity Says Who’s Paying the Most May Surprise You
There is an estimated $1.56 trillion in student debt in the U.S. and December signifies the first time…