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Fidelity Workplace Services
When your clients come to you looking for a retirement provider they can trust—choose Fidelity.
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.
Current Trends and Insights: We make it easy to keep up with what's new
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
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Fidelity Wholesaler to request a proposal today.
- 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.