Best of the Best 2023

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RETIREMENT PLAN SUPPORT & ADVISOR SERVICES 401(k) Technology

FIDELITY INVESTMENTS

Many Americans are unprepared financially in the event the unexpected should occur, such as a medical emergency, car breakdown, or a housing mishap. In this challenging global economic environment, with increasing inflation, people are looking to establish a solid savings foundation in the form of an emergency savings fund to help cover basic short-term expenses. Employers are in a position to help, by working with benefits providers such as Fidelity to offer Fidelity Goal Booster and Emergency Savings

workplace emergency savings options. Addressing short-term savings needs may also help employees save more effectively for long-term goals like retirement. This is why Fidelity introduced to plan sponsors Fidelity Goal Booster, a goals- based savings experience designed to help people save smarter for important short-term goals, including emergency savings.

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $10.3 trillion, including discretionary assets of $3.9 trillion as of December 31, 2022, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs nearly 67,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.

www.fidelityworkplace.com/s/

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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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