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Fidelity Investments
Press Releases

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Date Headline
May 7, 2019 Fidelity Investments Announces New Investment Solution: A Variable Annuity Providing Principal Protection and Growth Potential Developed with New York Life
Apr. 11, 2019 Fidelity Works: New Bundled Solution for Small and Mid-Sized Businesses Can Help Simplify Employee Benefits, Increase Efficiency and Reduce Costs
Apr. 2, 2019 Health Care Price Check: a Couple Retiring Today Needs $285,000 as Medical Expenses in Retirement Remain Relatively Steady
Mar. 1, 2019 Fidelity's HSA Business Surpasses One Million Account Holders, $4.1 Billion in Assets
Nov. 14, 2018 Fidelity Introduces Industry-First Global Retirement Savings Guidelines
Oct. 25, 2018 Fidelity's New Financial Wellness Platform Provides 20 Million Workers with a Solution Targeted to Their Top Financial Needs
Sept. 6, 2018 Fidelity Investments Launches Target-Date Blend Funds; Lowers Pricing on Target-Date Commingled Pools
Aug. 28, 2018 Fidelity Adds More than $100 Billion to Workplace Benefit Platform through the First Half of 2018
July 17, 2018 Fidelity Launches Advice Solution For Workplace Plan Participants
May 8, 2018 Fidelity Expands Student Debt Offering to Include Access to Refinancing Platform,
Sept. 14, 2017 Fidelity Launches New Program for Employers to Help Workers Pay off Student Debt
June 12, 2017 Fidelity Launches Industry-First Mutual Funds to Simplify Required Minimum Distribution (RMD) Process
May 17, 2017 Fidelity Institutional to Offer Retirement Advisors and Recordkeepers Access to Fidelity's Workplace Managed Account Offering
May 9, 2017 Judy Marlinski to Become President of Fidelity Institutional Asset Management
Mar. 31, 2017 In the Wake of Record Growth, Fidelity Launches New Enhancements to Workplace Managed Account Platform
Dec. 15, 2016 Fidelity Health Marketplace Expands to Colorado, Bringing More Benefit Choices to Small and Midsized Businesses
Dec. 12, 2016 Fidelity Survey Reveals the Top Four Ways Employees Use Proceeds from Company Stock Purchase Plans
Sept. 13, 2016 Fidelity's Workplace Retirement Business Adds $65 Billion in New DC Assets in the First Half of 2016
Sept. 8, 2016 Fidelity Health Marketplace Brings New Benefit Choices to Small and Midsized Businesses in California
July 28, 2016 Fidelity Investments Adds New York Life Fixed Annuity to Product Lineup
June 23, 2016 New Fidelity Website Helps Retirement Advisors and Consultants Better Serve Their Clients
Mar. 15, 2016 Fidelity Enhances Employee Benefits: Adds Student Loan Repayment Program and Improves Parental Leave Benefits
Feb. 22, 2016 Make America Saves Week an Annual Incentive to Boost Savings
Jan. 21, 2016 Fidelity Introduces the Roth IRA For Kids, Giving Next Generation a Head Start on Retirement Savings
Oct. 28, 2015 Fidelity to Offer Envestnet Retirement Solutions' Integrated Workstation to Retirement Advisors
Aug. 20, 2015 Fidelity Investments Makes Available Deferred Income Annuities for Investors Looking for Guaranteed Income Later in Life
Aug. 6, 2015 Fidelity Extends Leadership Position in Retirement Industry with More Than $56 Billion in Sales Across Workplace Plans of All Sizes
June 30, 2015 Fidelity Program Helps Retirement Plan Advisors and Sponsors Meet Fiduciary Obligations
Apr. 24, 2015 Fidelity Mobile for Apple Watch Lets Investors Track Markets With a Twist of the Wrist
Feb. 26, 2015 Fidelity Investments Looks to Boost Retirement Preparedness by Introducing The IRA Match
Nov. 17, 2014 Metlife And Fidelity Introduce New Investment Solution: A Variable Annuity with a Principal Protection Guarantee
Oct. 28, 2014 Cleared to Land: American Airlines Selects Fidelity for Its 401(k) Retirement Plan
July 23, 2014 Fidelity Strengthens its No. 1 Position in the Retirement Industry With More Than $37 Billion in First Half 2014 Sales
July 10, 2014 Fidelity "Retirement Vision 2020" Prescribes Successful Savings Strategies to Drive Better Outcomes
June 26, 2014 National Business Group on Health Honors Fidelity for Exemplary Wellness Programs for Employees
June 10, 2014 Fidelity’s XTRAC Moves to the Front-Office; Empowers Client-Facing Employees With Salesforce Integration
May 7, 2014 Fidelity Reports 48 Percent Boost in Health Savings Account Openings in 2013
Apr. 10, 2014 Fidelity Study Finds Financial Advisors’ 2013 Assets Under Management, Compensation Highest Since 200
Apr. 2, 2014 Fidelity Breaks Sales Record Of Small- And Mid-Sized Defined Contribution Plans, Ending 2013 With $8.9 Billion in New Assets
Mar. 20, 2014 Nine in 10 Registered Investment Advisors Simply "Accommodating" Retirement Plan Business
Mar. 13, 2014 Fidelity Enhances Mobile Experience With Workplace NetBenefits App for iPad
Feb. 21, 2014 Fidelity Investments Names Charles Morrison President of Asset Management
Dec. 19, 2013 Fidelity Sees Record Number of Investors Enroll in Automatic Withdrawals for Annual Minimum Required Distributions From Retirement Savings Plans
Dec. 4, 2013 Fidelity Unveils New Retirement Preparedness Measure: More Than Half of Americans at Risk of Not Covering Essential Expenses in Retirement
Oct. 28, 2013 Fidelity Launches Alternative Investments Platform to Provide Clients with Greater Access to These Products
Oct. 2, 2013 Fidelity Tax-Exempt Defined Contribution Business Doubles Since 2008; Participant Growth Up 30 Percent
Sept. 26, 2013 Fidelity Investments Enhances Industry-Leading Target Date Retirement Strategies
Sept. 23, 2013 Fidelity Receives Group Five’s Highest Rating for Stock Plan Administrative Services for Third Year in a Row
Aug. 2, 2013 Fidelity Reports Record Defined Contribution Sales of $40.5 Billion During First Half of 2013
Apr. 30, 2013 Fidelity Health Savings Account Enrollment Grows 53 Percent In 2012
Feb. 5, 2013 Fidelity And Extend Health Partner To Help Retiring Employees Transition To Private Health Coverage
Aug. 31, 2012 Abigail Johnson Named Fidelity President
Feb. 1, 2012 Fidelity Investments Launches Educational Video Series on Pensions to Increase Awareness and Understanding of Plan Benefits
Dec. 2, 2011 Fidelity Analysis Highlights Positive Impact of Pension Protection Act on 401(k) Plans and Their Participants
Oct. 11, 2011 Fidelity Investments Launches New Retirement Distributions Center for IRA Investors
May 11, 2011 Fidelity Reports Average 401(K) Balance Hits All-Time High Alongside Increased Participant Engagement
Feb. 4, 2011 Fidelity Investments Takes Retirement Income Planning to a New Level on Behalf of Baby Boomers
Jan. 21, 2011 HP Consolidates Retirement Plans With Fidelity
Jan. 10, 2011 BP Signs 5-Year Renewal for Total Retirement Services With Fidelity
Oct. 26, 2010 AT&T Selects Fidelity Investments as Sole Retirement Provider
Sept. 22, 2010 Purdue University Chooses Fidelity for 403(b) Plan
Sept. 16, 2010 Fidelity Reduces Pricing on Retirement Annuity
Aug. 23, 2010 Fidelity Data Shows Loans and Hardship Withdrawals on the Rise
Aug. 12, 2010 Fidelity Reports $22B in Defined Contribution Sales
May 20, 2010 401(k) Balances Up 55 Percent in One Year from 2009 Market Bottom
Apr. 14, 2010 Fidelity Unveils Bundled 401k for Distribution Through RIAs
Apr. 1, 2010 Fidelity Reports More Employers Reinstate 401(k) Match in 2010
Mar. 12, 2010 Fidelity Continues to Add New Employers to Benefits Platform
Dec. 1, 2009 Fidelity Teams With FundQuest to Make Annuities Available to Fee-Based Advisors
Sept. 29, 2009 Fidelity Study Finds Investors Lack Basic Understanding Of Roth Ira Benefits, As Roth Ira 2010 Conversion Opportunity Nears
July 15, 2009 Fidelity's 401(K) Data Show Auto Enrollment Has Biggest Impact On Younger, Lower-Paid Workers
Apr. 2, 2009 Fidelity Introduces Online Technology Evaluation Tool for RIAs
Mar. 30, 2009 Fidelity Investments Estimates $240,000 Needed to Pay Health Care Costs in Retirement
Mar. 17, 2009 Fidelity Investments Survey Finds Majority Of Workers Believe Their Benefits Are Better Than Or As Good As What Most Companies Offer
Mar. 11, 2009 Fidelity Launches Comprehensive Financial Guidance Program
Jan. 29, 2009 Fidelity Reports on 2008 Trends in 401(k) Plans
Oct. 31, 2008 Fidelity Investments Reports Nearly Half Of 61 Year-Olds Plan To Start Taking Social Security As Soon As Eligible
Sept. 26, 2008 Fidelity Realizes More Than $7 Billion in New Assets From Breakaway Brokers Establishing RIAs
Feb. 14, 2008 Fidelity Reports Strong Growth In Retirement Services Business In 2007
Jan. 11, 2008 Fidelity Finds Some Tax-Exempt Sector Workers Contributing More Toward Retirement Plans, But Personal Debt Impacting Savings Progress Of Many
Oct. 3, 2007 Fidelity Launches Innovative Investment Products That Make It Easier To Create Retirement Income That Can Last A Lifetime
Sept. 17, 2007 Fidelity and SunGard Enhance Integrated Trading and Custody Platform
Sept. 10, 2007 Fidelity Launches Online Retirement Income Planning Tool For Financial Advisors
July 25, 2007 Fidelity's Annual 401(K) Report Shows Significant Impact Of Auto Solutions In Preparing Workers To Retire Successfully
May 8, 2007 Fidelity Study Finds Nurses Saving More for Retirement Than Other Working Americans
May 2, 2007 Fidelity Research Finds Husbands And Wives Approaching Retirement Have Different Understanding Of Their Financial Plans
Aug. 17, 2006 As Pension Protection Act Becomes Law, Fidelity 401(k) Report Shows Some Progress In Employee Savings, But Participation And Deferral Rates Still Lagging
May 18, 2006 Fidelity and WebMD Introduce New Employer Benefits Offering to Support Growing Trend Toward Consumer-Driven Health
Mar. 7, 2006 Fidelity Estimates $200,000 Now Needed to Cover Retiree Health Care Costs; Five Percent Increase over 2005 Estimate of $190,000
Mar. 2, 2006 Fidelity Investments Issues Boomer Retirement Savings Statistics as National Retirement Summit Opens in Washington D.C. Today
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