Tag: Fidelity

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...

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.