Fidelity Works

Discover the Power of One

When benefits work together, they work better. Fidelity Works is a single destination set of solutions designed to help your clients save time and streamline administration so they can focus on the business goals that matter most.

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Fidelity Works - All-in-one retirement, payroll and benefit solutions for small and mid-sized employers

Retirement

Complete recordkeeping, reporting and testing and administration from the No.1 provider of 401(k) savings plans1

Payroll/HR Services²

Online, fully integrated, HR and payroll services covering everything from recruiting to HR, benefits and talent management

Trending Benefits

Game changing benefits like Student Debt Employer Contributions can help your clients and prospects attract and retain top talent, keep recruitment and turnover expenses in check and can be made available to all employees.

Health/Benefits Administration

HSA, Benefits administration all in one place for easy access.

What's Trending

Your business. Your clients. Your services.

Running a successful retirement practice means staying current with what's trending in that space. For the latest in what advisors are saying and what clients are looking for check out what you need to know.

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Trending Topics

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Performance for Better Outcomes

  • A participant experience that is unique and personalized to help each employee create a Plan for Life.
  • Innovative plan design strategies including automatic enrollment and auto-increases to help improve participant and plan outcomes.
  • Ongoing education to help participants make appropriate decisions within their plan no matter what their engagement levels are.
  • Convenient tools and resources available to all participants based on their preferences for how and when to get help.
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Related Insights

all 401(k) insights
  • 1.Based on two surveys: The PLANSPONSOR Magazine 2018 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of December 31, 2017; and Cerulli Associates' The Cerulli Edge®—Retirement Edition, Q1 2019, based on an industry survey of firms reporting total IRA assets administered for Q4 2018.
  • 2. HR and Payroll are not products and services of Fidelity Brokerage Services.
  • 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, Inc.
 
 

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