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Fidelity Workplace Services
When your clients come to you looking for a retirement provider they can trust—choose Fidelity.
Not a 401(k) expert? You don't have to be.
We've got your back, as well as decades of recordkeeping and investment experience to help the proposal process go smoothly from start to finish.
For a deeper dive on more retirement plan features visit our workplace site.
401(k) SolutionsWhy advisors choose Fidelity
Working with Fidelity combines the best of both worlds—access to insights from our vast client base as well as platform and program features that make it easy to work with us.
Put size on your side.
Our scale allows us to offer comprehensive benefits solutions that are simple, cost-effective, and designed to meet the changing needs of today's businesses—no matter the size.
Serving more than 32 million participants and 22,000 employers gives us a unique perspective. From deep insights and data, to powerful analytical and benchmarking tools that we willingly share with advisors, we help drive better decisions and outcomes.
Fidelity's proprietary benchmarking tool: Plan Exam
A suite of integrated solutions to serve your clients of all sizes
Why advisors choose Fidelity
Make it easier for employers to attract and retain talent and meet the changing needs of their employees, while saving them time and effort so they can focus on driving their business forward.
Student debt and other trending benefits
Innovative benefit strategies, including student debt repayment programs, can help employers boost retention, stand out in the search for top talent, and cultivate a diverse workforce.
Morningstar Fund Screener
Build portfolios, and compare funds, other portfolios and Fidelity Funds.
Current Trends and Insights: We make it easy to keep up with what's new
Stay sharp and maintain your edge with ongoing insights from our research, thought leadership, and competitive intelligence teams through articles, videos, and infographics that you can share with clients to help them make informed decisions about their benefits program.
Flexible features to help your clients drive plan performance?participation, deferrals, and asset allocation?and retirement readiness.
Learn moreGet personalized support from your own
Fidelity Wholesaler to request a proposal today.
FIND YOUR WHOLESALER
- 1. Unique advisors with Fidelity client relationships, as of October 2021.
- 2. Represents all new plans implemented in Q1 and Q2 2021 (based on expected implementation date) in Core Market (Advisor, Emerging, and Mid Markets) with plan assets between $1 million and $50 million ($4.6B/$5.2B).
- 3. Fidelity internal analysis, as of September 30, 2021.
- Fidelity Advisor 401(k) Workplace Investing products and services provided through Fidelity Brokerage Services LLC, Member NYSE, SIPC, an affiliate of Fidelity Investments Institutional Services Company LLC.