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| Fidelity Investments became one of America's leading providers of 401(k) plans by building them from the "ground up". Through extensive research and analysis of your company's situation, we can develop a comprehensive package of services that addresses the specific needs of your employees and simplifies your administrative burden. |
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Plan Administration Services
Our fully integrated program of plan administration services includes: |
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Accurate and detailed recordkeeping with daily valuation of account balances |
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Fidelity Plan Sponsor WebStation® our Internet-based plan management system
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Ongoing regulatory compliance support |
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Specialized administration services including:
- Dedicated merger and acquisitions support
- Recordkeeping of non-qualified plans
- Nondiscrimination testing
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Employee Services
We can help your employees actively manage their financial futures with: |
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first|PERSON – a revolution in retirement plan communications |
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Account access, resources, and tools via the Fidelity NetBenefitsSM Web site |
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Dedicated, experienced Fidelity phone representatives |
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STAGES® magazine |
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Online education programs |
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Employee meetings |
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Plan Sponsor Services
By building a close relationship with plan sponsors, we can provide the insight and assistance they need to run their plans smoothly. Our plan sponsor services include: |
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Relationship Managers - Fidelity relationship managers are your primary contact to navigate and access the breadth of available resources |
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Fidelity Insight & Analysis - We give you our perspectives on the latest industry trends and regulatory information including:
- Early alert e-mails on breaking news
- Online and print publications
- Annual client conferences
- Proprietary research
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Investment Management
Building on a 50-year track record and more than $414.2* billion in defined contribution plan assets, Fidelity offers a broad range of investment options, either as part of a full-service relationship or on a stand-alone basis. Investment products and specialized services include: |
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Fidelity and non-Fidelity mutual funds |
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Commingled pools |
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Separate accounts |
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Investment Consulting Services
Our experienced consulting services professionals can help you: |
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Create an investment menu that includes the appropriate mix for your company and employee base |
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Develop investment policy statements |
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Help ensure that investment options remain in line with plan objectives |
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