Who we serve

Defined contribution

As an industry leader, Fidelity empowers plan sponsors to deliver exceptional retirement outcomes for plan participants. Our innovative strategies and comprehensive range of solutions are designed to meet the challenges of changing markets.

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Why work with Fidelity?

We aim to provide plan sponsors with a comprehensive range of investment strategies, including stable value, equity, fixed income, and multi-asset solutions, as well as innovative approaches focused on retirement income. As retirement planning adapts to longer lifespans and increasingly complex markets, we harness our comprehensive capabilities to improve retirement outcomes for plan participants, ensuring your program remains resilient and flexible.

Committed retirement partner

As America's retirement leader1 and a pioneer in target date investing since 1996, Fidelity is dedicated to delivering value to defined contribution clients through our stable organization, deep retirement expertise, and long-term focus.

Consultative investment approach

We harness our expertise and proprietary research to craft investment solutions tailored to your needs, enhancing your plan offerings and promoting participants' financial well-being and long-term success.

Proven target date strategy

A nearly 30-year track record of helping participants save for retirement, backed by an institutional investment process and one of the largest dedicated research teams in the industry.

Spotlight

Diving into the issues that shape Fidelity target date funds

Insights and intelligence for retirement leaders.

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Solutions for defined contribution plans

Our team stands ready to help you provide retirement income security to your participants by managing and growing your investment portfolio, managing risk, and ensuring compliance and efficiency. Our administration and investment management can work independently, or together with a total solution offering.

Fidelity target date strategies

Help meet a range of investor needs with our extensive target date series, backed by Fidelity's deep expertise and resources.

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Domestic equity strategies

An institutional focus on managing domestic equity strategies across disciplines.

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International equity strategies

Global research expertise and local presence in key regional markets.

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Investment-grade fixed income investment strategies

Experience and insights to create fixed income strategies that meet evolving and complex client needs.

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Fidelity Stable Value

A fundamental component of a defined contribution plan that seeks principal protection and offers the potential for steady, predictable returns consistent with a conservative principal protection vehicle.

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Strategies by asset class

Our experienced asset management team brings you institutional strategies and custom solutions across asset classes, designed to help you address your most complex investment challenges.

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Get in touch

Let's talk about retirement solutions.

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Explore our latest research & insights

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The right information to help drive better decision making.
Investing Ideas
Defining and selecting strategic asset exposures for target date investors
An effective target date strategy helps investors navigate uncertainty through diversification that varies according to their changing needs and time horizons.
RESEARCH
Due diligence considerations when selecting a target date investment strategy
Given the nature of their design, target date investments warrant a comprehensive evaluation approach.
COMMENTARY
Is your "index" target date fund performing like its index?
Key considerations for establishing an index target date fund's composite benchmark and for managing the index TDF portfolio.

Featured Resources

Commentary

Fixed Income Monthly

1. Based on two surveys: The PLANSPONSOR magazine 2023 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of 6/30/23; and Cerulli Report, U.S. Retirement Markets 2023, based on an industry survey of firms reporting total DC recordkept assets as of Q4 2022 and IRA assets administered for Q2 2023.

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