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The total 401(k) savings rate for the first half of this year — a combo of employee and employer match contributions — was roughly 14%, Fidelity found. This is a touch above the 13.7% and 13.8 ...
According to Fidelity Investments’ annual retiree healthcare cost estimate, couples in their mid-60s can expect to spend $315,000 on medical expenses during retirement. ... Loans. Taking a loan ...
Empower acquired the heritage SunTrust 401(k) recordkeeping business, which includes approximately 300 retirement plans consisting of more than 73,000 plan participants and $5 billion in plan assets. On September 29, 2020, Empower announced that it would acquire the retirement plan recordkeeping business of Fifth Third Bank.
Around 67% of graduates with student loans said the debt prevents them from contributing to things like a retirement plan, according to a 2023 Fidelity study. For borrowers earning less than ...
A 73-year old Arizona resident named Robin shared that she has no 401(k) or mutual funds and more than $12,000 in outstanding student loan debt — but is considering a home purchase within the ...
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related to: putnam investments 401k loans rules fidelity funds retirement savings- For Financial Advisors
Register for Your Advisor Dashboard
To Manage Your Clients with Ease.
- Invest for any Goal
Find the Fund That is Right for You
and Open an Account Today.
- View all T. Rowe Funds
View all of T. Rowe Price's Fund
Performance
- Our ETF Range
Learn More about the Different
ETFs We Offer
- For Financial Advisors