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Fidelity 401(k) Plan Services
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Fidelity 401(k) Plan Services
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4.2 out of 5 stars
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Fidelity 401(k) Plan Services Reviews & Provider Details

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Chris J.
CJ
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

My main reason for choosing fidelity over another service is how easy it is to use along with the fact that the customer support team is very friendly and helpful. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

The one thing that I would change about Fidelity 401(k) is add more educational resources so that people who are new to how 401(k)'s work can easily understand the benefits and why they should use the product. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

I would highly recommend Fidelity's 401(k) Plan Services as I have looked at several other companies, but this one has by far been the one I enjoy the most Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity' 401(k) plan as well as their standard investments accounts are very streamlined and easy to use for someone who has not had much experience in finances. Review collected by and hosted on G2.com.

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Fidelity 401(k) Plan Services Overview

Editedit
What is Fidelity 401(k) Plan Services?

We're not just a name you know, we're an industry leader you can trust to deliver powerful investment and benefits solutions that help drive better results for you and your employees.

Fidelity 401(k) Plan Services Details
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Fidelity 401(k) Plan Services Community
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Provider Description

We're not just a name you know, we're an industry leader you can trust to deliver powerful investment and benefits solutions that help drive better results for you and your employees.

Seller Details
Seller
Fidelity
Year Founded
1946
HQ Location
Boston, US
Twitter
@Fidelity
384,653 Twitter followers
LinkedIn® Page
www.linkedin.com
78,793 employees on LinkedIn®
Description

Fidelity is a leading financial services company that provides a wide range of investment solutions, including brokerage services, retirement planning, wealth management, and asset management. Established in 1946, Fidelity is known for its robust trading platforms, research tools, and educational resources designed to help individuals and institutions manage their investments effectively. The company emphasizes customer service and innovative technology to enhance the investment experience. For more information, visit their website at https://www.fidelity.com.

Recent Fidelity 401(k) Plan Services Reviews

Verified User
G
Verified UserEnterprise (> 1000 emp.)
5.0 out of 5
"Fidelity 401(k) Plan Services is Money!"
Accessibility, user interface, customer service, planning tools
Read more
Verified User
C
Verified UserSmall-Business (50 or fewer emp.)
5.0 out of 5
"Fidelity is an excellent servicer"
Saving my money in 401k plan
Read more
Verified User
A
Verified UserMid-Market (51-1000 emp.)
3.5 out of 5
"Solid reputation, robust investment options"
Diverse Investment Options, simple web interface, low costs and education resources
Read more

Fidelity 401(k) Plan Services Media

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12 out of 13 Total Reviews for Fidelity 401(k) Plan Services

4.2 out of 5
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12 out of 13 Total Reviews for Fidelity 401(k) Plan Services
4.2 out of 5
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12 out of 13 Total Reviews for Fidelity 401(k) Plan Services
4.2 out of 5
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Overall Review Sentiment for Fidelity 401(k) Plan ServicesQuestion

Communication
0 (Worst)
10 (Best)
Responsiveness
0 (Worst)
10 (Best)
Execution Ability
0 (Worst)
10 (Best)
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RA
Marketing Director
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

The thing we like the most about Fidelity is the communication options that it gives us as an organization and the options that it gives our empolyees . It outs everything at our fingetips . Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

We really don't have any Downside to using Fidelity 401(k) at this time. The options that are given to our employees are excellent and the communication is great. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

We would recomend Fidelity 401(k) to any company that has employees with different retirement goals. The plans are easy to use and easy to understand . Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

We have many options for our employees as far as 401(k) investment is concerned and Fidelity has helped us put all of our options on one platform and offer diferent options to our employess. Review collected by and hosted on G2.com.

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Verified User in Hospital & Health Care
CH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
Describe the project or task Fidelity 401(k) Plan Services helped with:

Saving my money in 401k plan Review collected by and hosted on G2.com.

What do you like best about Fidelity 401(k) Plan Services?

App is easy to use and it is very secure Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Nothing really everything works easily but maybe they can make it easier to set portfolio allocations Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Easily keeping track of my money in my 401k and Roth IRA and HSA Review collected by and hosted on G2.com.

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Verified User in Real Estate
OR
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

Fidelity's integration with existing Fidelity accounts is great. If you create another 401k account for work, you can import that to also work within your existing account to see everything in one dashboard. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Fidelity 401k is lacking severly in the security side. As someone who works in tech, it is not a good look for a company to not offer multifactor authentication especially when dealing with large sums of money. Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity 401k allows the company employees to invest in their own retirement plans. This is great because as an employee, I can receive a company match that will go towards my retirement goals. Review collected by and hosted on G2.com.

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Raquel G.
RG
Human Resources Coordinator
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

What I liked the most was the ease of using Fidelity whether on the site or the app. Everything was very user friendly and well managed. It also provided great learning guides. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Nothing, I liked everything about fidelity. Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity helps solve the issue of explaining 401(k) and financial services to employees and provides learning modules for easy access. It also allows investment. Review collected by and hosted on G2.com.

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Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: Organic Review from User Profile
What do you like best about Fidelity 401(k) Plan Services?

Diverse Investment Options, simple web interface, low costs and education resources Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Lack of higher level education resources for more sophisticated investors, access to crypto currency options Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Take advantage of education, create a checklist of financial needs, assemble a team of users and decision makers for an in-depth demo Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

For a small business - saving on investment fees, accesible customer support, streamline plan administration, ensure compliance, and providing employee education Review collected by and hosted on G2.com.

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Jamaal D.
JD
IT Systems Analyst
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

The ease of managing investment funds and 401ks Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

The diversity available to invest and move money Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

I would seriously take a look at what they offer.a Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

By Having all the tools and resources yo manage an individual personal investments Review collected by and hosted on G2.com.

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Verified User in Computer Software
GC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Fidelity 401(k) Plan Services?

Accessibility, user interface, customer service, planning tools Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Nothing to dislike as the system is always available Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Suggest others do due diligence. Once doing so, Fidelity was a fairly easy decision Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity is where a significant portion of our investmest are today, including 401(k), benefits planning. User interface and customer service are top notch making it easy to view performance, make changes, etc. Review collected by and hosted on G2.com.

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Verified User in Computer Software
OC
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

Extensive services and support to offer and manage 401k plans. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

No real downsides. They even allow the ability to seamlessly combine with other benefits. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Provides more than 401k plan services. Look to them for other services, including HSA, for a more holistic approach to your benefits. Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Helps build a competitive employer advantage with quality retirement plans and retirement plan services. Review collected by and hosted on G2.com.

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Verified User in Financial Services
AF
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Fidelity 401(k) Plan Services?

clear directions, easy navigation, and plentiful ways to connect with Fidelity services Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

I can't think of any negatives about using Fidelity services Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity 401(k) Plan Services is an easy-to-use way to manage 401(k) plans. With the clear directions, easy navigation, and plentiful ways to connect with Fidelity services, novices and veteran users alike can manage their funds with ease. Review collected by and hosted on G2.com.

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Verified User in Banking
AB
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Fidelity 401(k) Plan Services?

I like the level of professionality that Fidelity provides Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Something they can improve on is expanding access to these services Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

I needed help with my 401k rollover Review collected by and hosted on G2.com.

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Fidelity 401(k) Plan Services Categories on G2
Benefits Consulting
Benefits Consulting

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