AARP and Fidelity warn that a $2,000 monthly Social Security check won't cover rising costs. See 401(k) calculations needed ...
These Fidelity funds rank highly in terms of 10-year annualized returns, thanks to concentrated bets on growth stocks and ...
The financial services company reports a generational trend favoring unexpectedly fast Roth account adoption. Sources: ...
Retirement savers weathered a chaotic stretch of market gyrations in the first three months of the year, consistently adding to their savings, according to Fidelity Investments' quarterly analysis.
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Fidelity pioneered 401(k) matching via student loan payments after an eight-year pilot. Schwab now imitates Fidelity, launching a similar program through a partnership with Candidly. SECURE 2.0 Act ...
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BOSTON--(BUSINESS WIRE)--According to Fidelity Investments ® ’ latest Q1 2026 retirement analysis, both 401(k) and 403(b) total savings rates reached record levels in the first quarter, despite ...
Building a million-dollar 401(k) has become more achievable than ever. In 2024, the number of Fidelity-managed 401(k) accounts with seven-figure balances grew to 537,000, a 27% increase from the year ...
Fidelity’s 2026 Retirement Study captures a confidence gap that arrives years before any account statement confirms it. Men report 81% confidence in retiring on their own terms, while women report 63% ...
Fidelity’s 2026 Retirement Study describes a meaningful shift in how Americans picture their later working years. The traditional model, in which workers fully exit the labor force in their mid-60s, ...