Fidelity exposed 403(b) annual contribution limit oversight that could shrink retirement funds

These 403(b) catch-up rules could add thousands to your retirement funds.

Retirement savings beyond a 401(k) most people overlook

Many Americans rely solely on 401(k)s, missing key tax-saving retirement accounts. CDs, IRAs, and HSAs offer diversification, ...

Roundhill AI ETF Outperforms Fidelity Tech ETF in 1 Year, but What About the Long Term?

Compare cost, risk, and portfolio strategy as these two tech ETFs take different paths -- one favoring concentrated AI growth ...
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Fidelity Checkup 2026: Are Your Cash Sweep Yields and NetBenefits Tools Still Winning?

As of May 2026, Fidelity has rolled out updated cash sweep options and NetBenefits features that are changing the landscape for investors managing both brokerage and retirement accounts. While the ...
Bloomberg L.P.

Fidelity to Cut 800 Staffers as It Overhauls Tech, Product Teams

Fidelity Investments is dismissing about 800 personnel as it restructures its technology and product-delivery teams, with plans to hire several thousand more people, including junior employees. The ...
The Business Journals

Fidelity cuts about 1% of workforce in tech reorganization

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The cuts affect roughly 1% of ...
The Boston Globe

Fidelity to require Boston employees to come into the office five days a week

In a move that could give a much-needed jolt to a downtown still recovering from the pandemic, Fidelity Investments told thousands of headquarters employees on Wednesday that they would need to work ...
The Hill

Fidelity blocks fund donations to SPLC after federal indictment

Fidelity has moved to block donor-advised funds for the Southern Poverty Law Center (SPLC) following a federal indictment from the Justice Department (DOJ) for alleged bank and wire fraud. “Fidelity ...
Financial Advisor

Fidelity Mandates Five Days In Office In End To Hybrid-Work Rule

Fidelity Investments will require thousands of its U.S. employees to come into the office five days a week, ending a more generous policy that allowed them to work remotely half the month. The new ...
The New York Times

Fidelity and Vanguard Won’t Allow Donations to Southern Poverty Law Center

Both entities cited the Justice Department investigation into the civil rights organization in messages to its charitable account holders. By Ron Lieber Two of the country’s largest sponsors of ...
Barron's

Massachusetts Says Fidelity Was Lax With Customer Data. Now the Firm Must Pay $1.25 Million.

Fidelity Investments has agreed to pay $1.25 million to Massachusetts regulators to settle allegations that it failed to adhere to its data security protocols, enabling a 2024 data breach that exposed ...
The New York Times

Her Life Savings Mysteriously Disappeared After a Systems Glitch

Fidelity Investments notified a customer that her phone number and email address had been removed from her profile. When she logged in, her accounts and savings were nowhere to be found. By Tara ...