A Decade of Results

The Past, Present and Future of Fundamental Index Strategies

A Platform for Adviser Choice

The value of flexibility and fee transparency for retirement plan advisers

Fidelity Research Reveals How Target Date Strategies Can Help Address Plan Sponsors’ Top Concerns

Fidelity Investments recently released the 8th edition of Plan Sponsor Attitudes, its survey of 1,106 plan sponsors. Andrew Dierdorf, target date strategies portfolio manager at Fidelity, discusses what the firm learned from this research and how target-date fund strategies can help address advisor and plan sponsor concerns.

Workplace Financial Wellness

Introduction The tide appears to be turning in favor of financial wellness programs in the workplace. While lagging more traditional benefits (e.g., health insurance and 401(k) plans), financial wellness…