Browsing Tag
Fidelity Investments
201 posts
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
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
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
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
Student Loans Preventing College Grads From Major Life Milestones
New Fidelity research finds two-thirds of recent college graduates say student loans prevent them from saving for retirement and getting married
American Airlines Pilot Cuts Fidelity and Financial Engines from ESG Suit
The plaintiff dismissed both parties from the suit, leaving American Airlines and its employee benefits committee on as defendants
‘Auto-Reenroll Act of 2023’ Introduced in Senate
Bipartisan bill seeks to allow 401(k) plan sponsors to automatically reenroll non-participants at least once every 3 years
What a 65-Year-Old Retiring Today Will Spend on Healthcare
Fidelity’s 2023 Retiree Health Care Cost Estimate shows projected costs remained flat year-over-year, but Americans still consistently (and significantly) underestimate healthcare costs
Retirement Account Balances Increase Across the Board
Latest findings from Fidelity Investments show 401(k) account balances increased 4%, while IRA and 403(b) balances grew 5% and 6%, respectively
2 in 3 Small Businesses Still Don’t Offer Retirement Plans: Fidelity
First “Small Business Retirement Index” finds half (48%) of respondents worry they cannot afford to offer a 401(k)