In the face of an ever-increasing need to balance saving for retirement with high day-to-day spending, both mundane and crisis-related, Fidelity Investments is launching a new “Plan for Life” initiative that uses a variety of tools to help tackle that goal.
Seeing their more than 15 million workplace plan participants as lacking an approach to saving that is sufficiently “holistic,” Fidelity is combining online, telephone and in-person resources in efforts to ensure that neither 401(k)s nor “life events” go underfunded.
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