Core stock holdings for a 401(k) should be broad-based in scope and low-cost. Usually, their goal is to capture market-level returns without excessive risk or fees. Fidelity is the largest 401(k) ...

When I began working at Morningstar more than 30 years ago (cue dinosaur jokes), Fidelity’s actively managed stock funds were the mutual fund industry’s shining stars. Peter Lynch had already retired, ...

Wealth management software and services provider Vestmark Inc. and Fidelity Investments have agreed to provide an open-architecture custom model portfolio platform to eligible advisers. Participating ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

In June, Fidelity released its first quarter 2025 Retirement Analysis report. It found that 401(k) balances dipped slightly due to market and policy volatility, but that savings rates remained ...

Fidelity reported that 512,000 savers were 401(k)-created millionaires in the first quarter, down about 4.6% from 537,000 in the fourth quarter of 2025. Most individuals continued to contribute to ...

Many 401(k) savers benefited by not giving into panic earlier in 2025. Cash on the sidelines can help retirees and those nearing retirement avoid panicking in a stock market meltdown. The average ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fidelity bond funds are generally available within Fidelity-run 401(k)s, ...