Browsing Tag
Fidelity Investments
197 posts
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)
Altruist Gears Up to Challenge Fidelity and Schwab in $128 Trillion RIA Market
Jason Wenk’s 5-year-old fintech with heavyweight investors is now the third-largest custodian in the U.S. by number of firms served
Americans Are Increasingly Worried Over Healthcare Costs
As more U.S. workers list healthcare costs as a top concern, Fidelity finds a higher number of workers with HDHPs are opening HSAs
Corporate Roundup: Pentegra and Ascensus Hires, Morningstar Awards
Nationwide and Fidelity announce their latest collaboration, Pentegra and FuturePlan by Ascensus name new hires, and more
‘America’s Retirement Score’ Drops to a 78
Fidelity research shows nation’s retirement preparedness level sees five-point decline amid continued volatility