Fidelity’s recent report highlights a challenging start to 2025 for 401(k) holders, with average balances dipping in the first quarter amid market volatility. Despite these setbacks, many participants ...

Fidelity is one of the most ubiquitous names in retirement planning. As I'm writing this, Fidelity boasts more than 50 million accounts dedicated toward retirement saving, including workplace plans ...

401-K funds are subject to ERISA laws, but choosing from an employer’s menu of investment choices under fiduciary management is at the participant’s discretion. Money Market Funds, such as Fidelity ...

This article adheres to strict editorial standards. Some or all links may be monetized. As a major investment company and financial technology (fintech) platforms fight over access to client ...

According to Fidelity Investments®’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs in Q3, driven by consistent savings and positive stock ...

Workplace plan sponsors are increasingly doing more than just overseeing 401(k) accounts. New research from Fidelity shows that many are evolving into full-service financial planning resources for ...

(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.