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An upcoming change to how Fidelity Investments handles cash balances has drawn ire from some in the industry who say it doesn’t have clients’ best interests in mind.
Next year Fidelity plans to convert its existing RIA non-retirement clients’ cash balances from money market funds to its cash management product, FCASH, as first reported in Citywire. (Fidelity confirmed those plans with Financial Planning through a spokesperson.)
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A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
By assessing the needs of various employee populations within a workforce, benefits can be constructed to be more independent and effective.
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.
Part one of this two-part series looks at the background, transparency solutions and how to understand PBM profitability.
