Tag: Fidelity

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

Firms highlight retirement plan, participant count growth in Q4 and full year reporting.

The former Fidelity workplace products head will work across the company on platform and partnership enhancements.

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity...

Fidelity’s Guaranteed Income Direct gives participants the option of converting some or all of their retirement savings into a monthly...

The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.

Plan and insurance accounts that had been shut down are available again, according to client accounts.

Survey finds connection between digital experience ranking and client satisfaction and retention.

The third quarter also saw increases in withdrawals and loans as participants managed expenses amid inflation and higher borrowing costs.

The digital automatic portability network of the nation’s six largest recordkeepers is now live, with Alight Solutions, Vanguard and Fidelity...

The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...

Despite the rapid growth of HSAs in recent years, providers can still do more to encourage HSA participants to use...

Fidelity, Principal, T. Rowe Price and other firms with retirement sector business showed improved results compared with last year.

SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...

The offering is geared toward emerging- and middle-market plan sponsors; meanwhile, Fidelity announced resources for independent RIAs.

A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s...

J.D. Power and Corporate Insight ranked retirement plan providers on their digital and mobile offerings, showing overall increased satisfaction from...

The two financial firms are launching Prismic Life Reinsurance with $10 billion in reserves.

Fidelity’s 2023 Teens and Money Study drops alongside the launch of a new money management and investing app for teens, Fidelity...