Tag: Fidelity

Fidelity is accused of creating a conflict of interest by having its affiliates serve as trustee and investment advisers to...

Retirement plan sponsors’ satisfaction with plan advisers is strongly linked to participants’ retirement readiness, according to the latest Fidelity Plan...

Robust savings and a market rebound pushed balances higher, with ‘401(k) millionaires’ reaching a new peak.

A Fidelity survey found that while almost all nurses participated in defined contribution plans, only 56% of them were on...

The firm’s Q3 report also found average 401(k) and 403(b) account balances at record levels.

More Americans say they want to have ‘money talks’ with their families, according to a Fidelity report.

Additionally, more than one-third of parents reported no financial plan for meeting their broader goals.

Survey shows plan sponsors are most likely to adopt increased catch-up contribution limits for participants aged 60 through 63.

Latest participant data also shows that small business employees with access to retirement plans save more than traditional 401(k) participants.

Advisers will play a critical role in working with sponsors if the product offering is going to get traction, insurance...

Advisories that leverage technology see better results both for clients and employees, according to Fidelity surveying.

The new platform is aimed at helping advisers acquire clients, build partnerships and scale their businesses.

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

Voya expands NQDC offering for smaller employers; Fidelity Investments bolsters financial education; IRALogix partners with Benartzi’s PensionPlus; and more.

Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...

Plan sponsors should articulate organizational objectives to derive optimal benefits from workplace financial wellness initiatives, say experts during a PLANSPONSOR...

Only one-quarter of advisers even have access to alts, according to Fidelity.

Robinhood kicks off gig workplace IRA offering with employers including Grubhub; The Hartford to offer Origin financial wellness program to...

The total number of 401(k) accounts exceeding $1 million at Fidelity increased in last year’s final quarter.

TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...