Browsing Tag
Fidelity Investments
198 posts
Roth IRA for Kids Sees Strong Growth
Forget the Christmas Club, saving strategies for youngsters are decidedly (and thankfully) updated. Fidelity recently reported the results…
July 26, 2018
Fidelity Debuts Digital Planning and Advice Tool
Yikes. Only one in five workers has a financial plan in place, and even among those who do,…
July 17, 2018
Why Divorce Shouldn’t Be a Retirement Plan
Yeah, so this is a problem, but also opens a door for 401k advisors to encourage participants to…
June 27, 2018
Big News for HSA Asset Growth
Whether it’s an overall reflection of the rising popularity of the product, or a concerted company effort to…
June 14, 2018
401k Savings Rates Reach (Yet Another) Record High
Market turbulence be damned, 401k participants are stepping up their savings game this year. According to Fidelity Investments, 401k…
May 17, 2018
How Much Will a Couple Retiring in 2018 Need For Health Care Costs?
It’s another indication of why health care is increasingly crowding out 401k and retirement benefits when it comes…
April 19, 2018
401k Target Date Assets on the Up and Up
Target-date fund (TDF) assets under management rose to $1.73 trillion by year-end 2017, up from $1.34 trillion a…
March 14, 2018
Fidelity’s #MeToo Moment Spurs Massive Headaches
Reuters is taking a run at Fidelity, reporting that the mutual fund colossus is experiencing serious outflows from…
March 6, 2018
Are ‘Record’ 401k Balances Awesome or Unsettling?
“Another record high” typically sends shivers to our spine, especially when it involves market performance, but Fidelity Investments is…
February 8, 2018
America’s Retirement Readiness ‘Score’ Improves, But …
American savers have steadily improved their retirement preparedness, with America’s retirement score at an all-time high of 80.…
January 31, 2018