Browsing Tag
Fidelity Investments
194 posts
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
Women Feel ‘Stress’ Over Finances While Men are ‘Hopeful’
However, Fidelity’s research finds women are taking steps to diminish stress with money and retirement
401(k) Balances Dropped 20% in 2022 at Fidelity, But Increased in Q4
Fidelity’s just-released 2022 Retirement Analysis reveals that average account balances rose in Q4 and retirement savers continue to focus on the long term with savings rates remaining steady
Fidelity and Putnam Embrace ESG
The major asset managers both announced on Friday that it would offer ESG funds to its retirement savers