Browsing Tag
Fidelity Investments
197 posts
Fidelity Rolls Out Immediate Income Annuity for Retirement Plan Participants
Company says new digital solution targets growing market demand for workplace annuity options
January 25, 2024
Financial Wellness Month: Younger Americans More Likely to Feel ‘Economically Empowered’
New survey finds Millennials, Gen Z feel more economically empowered than Boomers, Gen X
January 10, 2024
401(k) Balances (and Millionaires) Dip Slightly in Q3: Fidelity
Recordkeeper’s new report out today reveals retirement account balances down for the quarter, but 401(k)s still up double-digits from a year ago
November 20, 2023
Fidelity Expanding TDF Lineup with CITs
The investment manager is introducing multiple CITs at a time when more employers indicate interest in offering alts
November 1, 2023
Americans Still Largely Unaware of HSA Benefits
New Fidelity study shows only 49% familiar with features, and 51% unaware health savings account dollars can be invested
October 16, 2023
Women Investors Need Help with Retirement Ins and Outs
Just 52% know how to invest their savings to prepare for retirement, finds Fidelity
October 10, 2023
Fidelity, Empower, TIAA, Top Performers in Digital Capabilities
Fidelity won as top recordkeeper for both desktop and mobile digital experiences in a Corporate Insight benchmarking ranking
September 20, 2023
4 Key Findings from Fidelity’s Plan Sponsor Attitudes Survey
What percentage of plan sponsors are looking to change advisors, CIT use increasing, plan design tweaks; what sponsors value most from advisors and more from the comprehensive annual study
August 28, 2023
Gen Z 401(k) Balances Spike in Past Year, Fidelity Data Shows
Fidelity Q2 analysis reveals average retirement account balances for 401(k)s, 403(b)s and IRAs all increased by double digits and “401(k) millionaire” ranks swell, thanks to steady contributions and positive market conditions
August 17, 2023
Delta Enhances Popular New Emergency Savings Program
More flexibility, quicker access added to program in partnership with Fidelity and Operation HOPE that already has 33,000 enrollees
August 14, 2023