Browsing Tag
Fidelity Investments
195 posts
Health Care in Retirement Will Now Cost How Much?
Got enough money for a new house that’s just lying around? Hopefully so, because you’ll need it. Fidelity…
October 8, 2015
401(k) Plan Advisors: 4 Secrets of Success
What’s the biggest 401(k) surprise to come from this year’s “Plan Sponsor Attitudes” survey from investment-overlord Fidelity? “Plan…
October 1, 2015
The Top 10 401(k) Target Date Funds Are …
This is just getting boring. The big three—Vanguard, Fidelity and T. Rowe Price—extended their lead in BrightScope’s latest…
September 29, 2015
Target Date Funds Increasingly Add Alternative Options to 401(k)s
Alternative investments continue their march, and are now being added to target-date funds. The Wall Street Journal reports…
September 14, 2015
Top 20 Industries with Best 401(k) Plans
Who takes the top spot in 401(k) plan offerings and participation? Who needs help getting up to speed?…
August 20, 2015
Fidelity 401(k) Sales Hit $35 billion for 2015; Continues World Domination
Fidelity Investments, the Boston-based investment behemoth bent on world domination, announced last week that new defined contribution retirement…
August 17, 2015
Advisors Shake Off Interest Rate Fatigue: Fidelity
Interest rates are top of mind for advisors. A new survey from Fidelity Financial Advisor Solutions found that…
August 4, 2015
Equity Overweights Threaten 401(k) Balances: Fidelity
Fidelity Investments report that the average 401(k) balance dipped slightly during second quarter 2015 to $91,100 from $91,800…
July 30, 2015
Top 20 ‘TIPS’ in 401(k)s: BrightScope
Who has the best TIPS for your clients’ 401(k)s? It appears (yet again) that Vanguard takes the top…
July 9, 2015
401(k) Target Date Allocations: Potential Problems for Retirement Plan Advisors
How are target date funds performing? “It depends on the series, and the glide paths within the series,”…
July 5, 2015