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Fidelity's bet on ultra-compliance with the DOL rule pays off big as 401(k) assets jump stunning $280 billion in 2017

The Boston giant also added staggering 1.6 million plan participants but here comes DOL rule's BICE and the need to come extra clean on all those in-house funds

Author By Lisa Shidler March 16, 2018 at 5:41 PM
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Tom McGirr: If the market goes down 300 points and we get flooded with calls, we can have an in-depth discussion about risk tolerance.

401(k) Stories



Related Moves

October 29, 2022 at 12:02 AM

Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup

April 30, 2019 at 5:25 PM

BlackRock adds Fidelity's retail legend and Morgan Stanley ex-retail chief, sparking belief Larry Fink is eyeing wealth channel

The Wall Street asset giant added Kathleen Murphy and Greg Fleming to its board and retail investors know iShares and Aladdin.

May 1, 2025 at 1:47 AM

RIABlitz: Vanguard technology • Pontera rebounds • Ex-HiddenLever's exec success • BlackRock rocked • Vivek's crypto • WF dunks SF? • Betterment dry option• Vestwell poached

The RIA firehose of news is rife with tactical moves to shore up voids, play catchup and react to a new concept of political tailwinds

January 11, 2025 at 3:01 AM

See more related moves

Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli

BrightScope, Inc.
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