Tag: Fidelity

When considering funds designated by U.S. employees and employers, retirement contributions reached more than 14% of income.

The co-founder of a small financial wellness service provider decided to join a pooled employer plan to provide employees with...

TIAA, Fidelity and Principal’s participant websites took the top spots based on five categories.

Retirement plan participants at UC Davis and other UC schools were impacted by fraudulent cyber activity.

Retirement savings for Gen X workers showed improvements in the year’s second quarter, and nonprofit workers continue to show improvements...

In a Fidelity survey, plan sponsors put increasing the catch-up contribution limit for participants aged 60 through 63 in the...

When a hospital goes through a merger or acquisition, health care workers must deal with salary and benefits changes, which...

The alarming pay gap between newly drafted basketball players in the WNBA and the NBA provides an opportunity to examine...

Lincoln Financial Group introduces side-by-side pooled employer retirement solutions; Alger expands high-conviction growth equity lineup; Fidelity launches three actively managed...

T. Rowe Price using Clearwater Analytics’ stable value investments; Robinhood kicks off gig workplace IRA offering with employers including Grubhub;...

The number of 401(k) accounts with balances exceeding $1 million at Fidelity rose 20% in the final months of 2023.

Federated Hermes names national sales leader; CBIZ Investment Advisory announces president; Fidelity bolsters tax-exempt team; and more.

Dave Gray has been named executive vice president of enterprise solutions to expand customer offerings.

The launch comes about a year after the program was announced in 2022, with the goal of capturing lost or...

In a survey of over 1,300 plan sponsors, 22% are seeking more extensive service offerings as well as improved participant...

While American Funds experienced inflows several firms saw net outflows from their funds in the quarter, according to Simfund.  

Workers kept their employer-sponsored retirement plans on track in Q3 even as they saw 21% or higher declines in their...

401(k) savings rates remained near record levels.

Employees say they use company stock acquired through their ESPP to help pay down debt, add to their retirement savings,...