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) Solutions

Why 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.

9,000+advisors work with us¹
98%client retention rate³
87%of our business is soldthrough advisors²

Why employers choose Fidelity

Working with advisors, we help employers design successful benefits programs to improve employee well-being now and into retirement.

98%client satisfaction score⁴
99%green client score⁵
No. 1industry-leading customerprotection program⁶

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.

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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 more

Get personalized support from your own
Fidelity Wholesaler to request a proposal today.

FIND YOUR WHOLESALER
  • 1. Unique advisors with Fidelity client relationships, as of March 2020.
  • 2. Assets for Advisor, Emerging, and Mid-market plans implemented between Jan 1, 2020-Dec 31, 2020 with advisor/consultant associated with the plan.
  • 3. Fidelity internal analysis, as of December 31, 2019.
  • 4. Fidelity Workplace Investing, as of December 31, 2019.
  • 5. Fidelity Workplace Investing Operations Reporting, December 31, 2019.
  • 6. Fidelity ranked No. 1 in customer security out of seven leading brokerage firms in the 2018 User Authentication and Security Practices study conducted by Corporate Insight.
  • 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.
 
 

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