Tag: Fidelity

Retirement industry groups argued that the original decision could question the compliance of almost every defined contribution plan that offers...

The figure jumped by more than 7% year-over-year.

The suite will include optional allocations to lifetime income through Nationwide and New York Life.

Fidelity also found that 403(b) contribution rates reached a new high in the first quarter, despite market volatility.

Personal data of about 77,000 customers were accessed by an unauthorized third party, according to Massachusetts regulators.

Mergers and acquisitions of RIAs have more than doubled between 2020 and 2025, and nearly three-quarters of last year’s strategic...

The fintech company argues that the nation’s largest recordkeeper is overreaching by restricting third-party access to accounts.

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...