Browsing Tag
Fidelity Investments
198 posts
401(k) Balances Skyrocket, Hit New Highs
Retirement account balances reached all-time highs for the fourth consecutive quarter. Helped by strong stock market performance, the…
November 5, 2017
Fidelity Chair Johnson Explains Shocking Fee Change
More about Fidelity International’s surprise announcement last week that it will charge lower fees for underperformance and higher fees…
October 10, 2017
Fidelity Just Made a ‘Bold’ Move With Fees
They’re mad as h(eck), and they’re not going to take this anymore. After getting repeatedly spanked by their…
October 4, 2017
Wait …Company Stock is Now Good for Retirement Saving?
Apparently, it’s not the purchase of company stock itself that can lead to retirement disaster, but how it’s…
September 20, 2017
You’re Fired! 401(k) Plan Sponsor Satisfaction with Advisors
Almost a third of 401k plan sponsors are unhappy with their advisors and ripe for the picking, and…
August 30, 2017
As Markets Rise, Advisor Concerns Switch to Downside Risk
Sequence-of-return and the danger of retiring in (or into) a down-market are well-documented, something of which advisors are…
August 8, 2017
401(k) Balances Reach Record Highs, But for How Long?
Fidelity reports new highs in the 401(k) balances it manages, but warning lights are flashing. The Boston-based fund…
August 7, 2017
Boys Vs. Girls: Who’s Better at Retirement Savings?
When it comes to saving and investing hard earned money for retirement, who has greater overall success: men…
May 17, 2017
What’s Fidelity Done Now with 401(k)s?
Managed accounts are increasingly popular, and Fidelity is looking to further capitalize on their growing use among plan…
May 17, 2017
Positive Indicators All Around for 401ks
Retirement confidence might not have fully rebounded since 2008, but savings rates are another matter. In a bit…
May 13, 2017