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 ...
As a major investment company and financial technology (fintech) platforms fight over access to client retirement accounts, ...
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Fidelity users report 401(k) lockouts. Here's the company's explanation
Fidelity Investments faced a significant issue when users across the United States reported being locked out of their 401(k) ...
The number of 401 (k) millionaires hit a record — and retirement-account balances reached new peaks — during the third ...
Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan ...
Retirement account balances reached fresh records in the third quarter, capping off a period of sustained growth that has ...
Fidelity and Schwab have blocked third-party advisors from accessing 401(k) plans via credential sharing. Here's why, and what to do if your account is affected. Many, or all, of the products featured ...
The letter Kelly Havins received in September seemed fishy. Havins, 63, lives in Phoenix and works as a food retail consultant. The letter appeared to be from Fidelity Investments, where he has had ...
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 ...
In the wake of the acrimonious 401(k) custody battle that exploded between Pontera and Fidelity earlier this month, a veteran of the fintech and RIA space is offering a third perspective – suggesting ...
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