Browsing Tag
Fidelity Investments
198 posts
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…
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…
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,”…
‘You Earn How Much?’ Study Uncovers Disconnects on Earnings, Retirement Expectations
How accurately can you guess your partner’s income? According to Fidelity Investments’ 2015 Couples Retirement Study, while 72…
What Top RIAs Do Right With Marketing
Could spending 1 percent more on marketing and business development yield 20 percent growth in revenue?Marketing means growth—no…
Target Date Fund Trends: AUM Rise, Fees Fall in Latest BrightScope Report
For a product that stumbled out of the gate, the target date fund certainly recovered, and then some.…
Top 20 Most Popular Mutual Funds in 401(k)s
As we all learned in high school, the most popular isn’t necessarily the best. Yet Kiplinger recently teamed…
401(k) Balances Hit Record High: Fidelity
While there may still be a long way to go in ensuring a secure retirement for the majority…