Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...
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 ...
Key Takeaways The typical employee contribution rate falls between about 8% and 10%, depending on the data source.When employer matches are added, total savings climb to about 12% to 14% of an ...
That’s the takeaway from the latest retirement savings report from Fidelity, a leading plan manager. In the first three months of 2025, the total 401(k) savings rate on Fidelity plans reached 14.3%.
Fidelity and Schwab's restrictions on third-party advisor access create liability questions for retirement plans. An ERISA ...
In June, Fidelity released its first quarter 2025 Retirement Analysis report. It found that 401(k) balances dipped slightly due to market and policy volatility, but that savings rates remained ...
New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.
The average balance of 401(k) retirement plan accounts managed by Fidelity Investments rose to $74,900 at the end of the first quarter, the highest level since the company began tracking balances in ...