Browsing Tag
Fidelity Investments
197 posts
Auto Portability’s Big Move: Major Recordkeepers Form Consortium with RCH
Fidelity, Vanguard, Alight, and Retirement Clearinghouse establish first-ever industry consortium focused on expanding auto portability adoption
Republican Bitcoin 401k Bill Faces Big Hurdles
The Retirement Savings Modernization Act seeking to allow alternative asset classes in defined contribution plans must overcome skeptical Democrats and the Department of Labor
Who’s Leading in Health Savings Accounts?
Fee schedules remain high and vary across providers
Starbucks Adds Emergency Savings, Student Loan Debt Benefits
Coffee giant working with Fidelity, Tuition.io to brew up new financial wellness perks for its benefits menu
Parents Rank Saving for College Over Retirement
New Fidelity study finds more than 3 in 4 parents have started saving for college, yet concerns grow over inflation and rising college costs, leaving many less prepared to pay
Nearly Half of Plan Sponsors Considering Changing Advisors, Recordkeepers
Fidelity Investments’ Plan Sponsor Attitudes Study finds two in three plan sponsors say prospecting advisors have “piqued their interest”
Fidelity Q2 Analysis Shows Just How Hard Stock Losses Hit 401(k)s
Average account balances down 20% in a year, shrinking 401k millionaire ranks by a third. The good news? Balances declined less than the stock market during the second quarter
BlackRock Providing Bitcoin Exposure for Institutional Clients
Recent days have seen a partnership with Coinbase and news of a spot bitcoin trust for institutional clients in the U.S.
Performance-Based Target Date Lawsuits Cause Industry Concern
Fees charged for retirement plan services continue to attract attention—but with a twist
Fidelity’s ‘Bitcoin-in-401ks’ Plan Moving Forward Despite Questions from Senators
While a trio of Senators sent a letter this week to Fidelity questioning what they call an “immensely troubling” decision to allow 401k participants exposure to “an untested, highly volatile asset like Bitcoin,” plans to launch this fall remain on track