Institutional Model

Research

Building Financial Futures Presentation

Insight and analysis across the employee benefit and retirement savings industry.

By: Fidelity Investments

Updated: 11/26/2024

Key Takeaways

Fidelity's Building Financial Futures provides a quarterly analysis of retirement savings behaviors and plan design trends across Fidelity's retirement savings business, including our 401 (k), IRA and 403(b) platforms.
In addition to quantitative metrics such as account balances, contribution rates and asset allocation, the analysis includes qualitative insight on participant behavior and sentiment.
The report is designed to provide the latest trends and information across the benefits landscape to help plan sponsors as they manage their workplace savings plans.

Get the full report

Q3 2024 Building Financial Futures

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Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.

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