Introduction
Fidelity Investments
www.fidelity.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #1 | $1,990,534 | |||
401(k) | $1,680,269 | |||
403(b) | $197,636 | |||
457 | $18,273 | |||
NQDC | $35,078 | |||
All Other | $59,278 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #1 | 20,939,578 | |||
<$10MM | 1,104,016 | |||
$10MM – $50MM | 2,129,403 | |||
>$50MM – $200MM | 2,943,258 | |||
>$200MM – $1BMM | 5,651,246 | |||
>$1B | 9,111,655 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | Not reported |
Will act as §3(16) fiduciary | Not reported |
Participant Services | |
---|---|
Call center hours | Weekdays: 8:30 a.m. - 8:30 p.m. ET |
Online chat support | Yes |
Mobile app | Yes |
Managed account options | Fidelity Portfolio Advisory Services at Work (PAS-W); Financial Engines |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform Proprietary system |
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*Data has been updated/revised since initial publication in PLANSPONSOR magazine. |