Nolan described the 2026 outlook as “certainly more optimistic than when we came into '25,” highlighting expectations for an uptick in purchase and refinance volumes if rates remain in the low 6% ...
Fidelity Investments, in its 16th annual Plan Sponsor Attitudes Study released today, found that plan advisors continue to deliver meaningful value to sponsors and participants navigating today’s ...
Management indicated, "Looking ahead, we expect quarterly interest and investment income to trend down from the $109 million in the third quarter to around $100 million in the fourth quarter and then ...
Workplace plan sponsors are increasingly doing more than just overseeing 401(k) accounts. New research from Fidelity shows that many are evolving into full-service financial planning resources for ...
Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...
More than nine out of ten (92%) plan sponsors work with advisers for consultation and management—up two percentage points from last year, according to Fidelity Investments’ 16th annual Plan Sponsor ...
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