Fidelity
Retirement, Health & Equity Benefits Management.
Overview
Fidelity is a leading provider of retirement plan services, offering a comprehensive suite of solutions for businesses of all sizes. Their offerings include 401(k) and 403(b) plans, defined benefit and nonqualified plans, and specialized services for nonprofit organizations. Fidelity focuses on providing flexible plan design, quality administration, and engaging tools to simplify retirement planning for both employers and employees.
✨ Key Features
- 401(k) and 403(b) plan administration
- Defined benefit and nonqualified plan services
- Small business 401(k) solutions
- Fiduciary support services (3(16) administration)
- Employee education and guidance
- Plan design and compliance consulting
- Investment management
- Health Savings Accounts (HSAs)
- Digital plan management platform (Plan Sponsor WebStation®)
🎯 Key Differentiators
- Comprehensive suite of integrated benefits (retirement, health, equity)
- Strong brand recognition and long-standing industry presence
- Advanced technology and digital platforms for plan administration and employee engagement
Unique Value: Fidelity offers a comprehensive and integrated approach to workplace benefits, combining retirement, health, and equity compensation solutions on a single platform to enhance administrative efficiency and employee well-being.
🎯 Use Cases (4)
🏆 Alternatives
Compared to alternatives, Fidelity provides a broader range of integrated financial services and leverages its scale and technology to offer robust solutions for a wide spectrum of business sizes and needs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
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