Browsing Tag
Fidelity Investments
198 posts
Combo 401k/HSA Contributions Did What?
Is it just us, or are health savings accounts suddenly everywhere? Apparently the latter, and driven by greater…
May 11, 2017
Can 401(k) Financial Wellness be Effectively Graded?
Interesting idea, and Boston-based investment big Fidelity Investments is going to try. It’s out with its Fidelity Financial…
April 6, 2017
401(k) Frown—Savers Severely Underestimate Retirement Needs
There’s a reason the industry is hammering home the need for financial wellness—401(k) participants aren’t saving enough, and…
March 8, 2017
Average 401k Account Balances Did What?
Is it because of, or despite, President Trump? Probably neither, but a bull market doesn’t hurt (obviously). 401k…
February 2, 2017
401k Float: The Next Tort Lawsuit Target
Hardly a secret—lawyers are picking apart the 401(k) space, and gunning for anything that seems even remotely untoward.…
August 29, 2016
Why Aren’t There More Managed Accounts In 401ks?
Whadaya know? Financial education (or a lack thereof) strikes again. Some employees love managed accounts and some don’t—the…
August 26, 2016
No. 1 Reason 401(k) Plan Sponsors Are Hiring Advisors
As if we needed more evidence of the fiduciary rule’s impact on the 401(k) industry, now comes word…
August 17, 2016
Fidelity Goes All Vanguard, Lowers Expenses on 27 Funds
Another skirmish in the fight for low fees has Fidelity Investments reducing total expenses on 27 of its equity…
June 28, 2016
What’s Elizabeth Warren Up to Now?
Politics makes strange bedfellows. Two senators on opposite sides of the political and ideological spectrum have teamed up to back…
June 13, 2016
Fidelity Sued (Again) Over Alleged 401(k) Fiduciary Breach
The latest case to throw cold water on 401(k) fees involves Delta Airlines, Fidelity Investments, and (of all…
June 1, 2016