Annual Enrollment doesn't have to be overwhelming. Fidelity's findings show that when employees receive clear guidance and access to a more seamless benefits experience, they're more likely to engage, take action, and feel confident in their decisions. https://lnkd.in/eSVD9tpi
About us
At Fidelity Workplace, we help employers, advisors, and TPAs develop and implement successful benefits programs that help improve employee well-being through a broad range of solutions grounded in strategic support, purposeful innovation, exceptional service, an engaging employee experience, and a culture of caring. As the No. 1 retirement plan provider in the US, with over 29,000 clients and over 43 million participants1, we have the experience and range of services to help your employees succeed. We do this by focusing on your diverse needs, providing a personalized experience and the right information, at the right time. It is the heart of the Fidelity way. For our Terms and Conditions please visit http://go.fidelity.com/LIterms 1 This statement is based on the results of two independent media surveys. Fidelity ranked first in DC assets under administration and participants as of September 30, 2022 in Pensions & Investments 2023 annual Defined Contribution Record Keepers Survey; and first in total recordkeeping assets and participants as of December 31, 2022, in PLANSPONSOR's 2023 annual Defined Contribution Recordkeeping Survey. Fidelity and the Fidelity Investments logo are registered service marks of FMR LLC. Fidelity Brokerage Services LLC, Member NYSE, SIPC 900 Salem Street, Smithfield, RI 02917 © 2022 FMR LLC. All rights reserved 1034277.2.0
- Website
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https://www.fidelityworkplace.com
External link for Fidelity Workplace
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Boston, MA
Updates
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When it comes to financial planning, physicians recognize the value of expert guidance. In fact, 68% of physicians say professional financial guidance can help them make more informed decisions and stay on the right track toward their goals. Learn more about what's shaping physicians' financial outlook today. https://lnkd.in/eqkifja9 #Physicians #Retirement * Fidelity recordkept data as of March 31, 2026, for 110,000 active physicians with a balance in retirement plans offered by nonprofit Healthcare organizations.
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What topic had advisors buzzing at the NAPA 401(k) Summit? For Manny Mejia, CRPS™ AIF® of Hub International, it was AI. From productivity boosts to practical implementation strategies, the session delivered actionable insights he’s excited to bring back to his team. Learn more about how we work with and support our advisors here: https://lnkd.in/eP8Q4fXK
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Quick quiz: How many workers are maximizing one of the most valuable workplace benefits available to them? See if you were correct here: https://lnkd.in/eXq_fk2z *Fidelity Investments Q2 2026 401(k) data based on 27,300 corporate defined contribution plans and 25.8 million participants as of June 30, 2026.
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Employees are often willing to share health and lifestyle data to have an individualized benefits experience—if they’re confident it will be protected and used responsibly. Learn more about managing the tension between personalization and privacy in the age of AI: https://lnkd.in/eh6RwsxC
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Today's retirement plan advisors are often expected to navigate everything from fiduciary guidance to participant education. So, what's the key to staying ahead? According to John Henry Decker, CFP®, CIMA® of RBC Wealth Management: know your value, communicate it clearly, and never stop learning. Watch the full conversation from the NAPA 401(k) Summit here: https://lnkd.in/e4sPMdsA
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As open enrollment approaches, clear communication around healthcare options and resources can drive greater employee engagement and confidence. In a recent PLANSPONSOR article, Fidelity leaders Steve Mann, Michelle Keefe, and Thomas McCarthy share insights on helping employers deliver a more effective enrollment experience. https://lnkd.in/eJ3BY6PH
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Ever leave a meeting thinking, "I'd like to know more about that?" Our In the Loop webinar series is built for moments like those. Explore the hub and subscribe for insights on the topics impacting today's workforce: https://lnkd.in/edf9j3Xs
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What happens when more employees have a stake in an organization’s long-term success? Fidelity and Equilar examined the connection between broad-based LTIs and company performance. The research points to a compelling link between wider equity participation and stronger business results. Read more here: https://lnkd.in/efnuk3SR
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The future of retirement plan advice may extend far beyond the plan. Sean C Bjork, CIMA®, CPWA®, AIF® of HUB International explores how advisors can create greater impact by helping plan sponsors connect benefits, financial wellness, and the employee experience into one cohesive journey. Watch the conversation from the NAPA 401(k) Summit and explore more advisor insights here: https://lnkd.in/ez6m87JE