Fidelity 401k Advice, for Fidelity Corporate 401k Plans
Atlantic Financial is proud to offer Fidelity 401k Plans and Investments,
Products, Fidelity Mutual Funds and Services from Fidelity Investments and
Atlantic Financial is not affiliated with Fidelity and offering of Fidelity
Investments does not imply any endorsement by Fidelity Investments
Fidelity 401k retirement plans and services are available for companies of all
sizes across the United States, serving the needs of employees in a wide variety
of industries. Through various brokers, Atlantic Financial Inc. is able to
offer Fidelity 401k plans, which are part of a comprehensive package of Fidelity
retirement services designed to address the specific needs of many businesses.
As the largest mutual fund company in the United States, Fidelity 401k Plans are
included in the over $935 billion in assets managed by Fidelity Investments.
Fidelity provides leading corporate 401k solutions to more than 24,000
retirement client companies, with nearly 6.6 million participants.
At Atlantic Financial, we have the expertise to provide Fidelity 401k advice for
a wide array of corporate retirement solutions. Thousands of organizations and
their employees across the U.S. have come to rely on Fidelity corporate 401k
retirement products and services, because clients have access to recordkeeping,
compliance information and communication services. Fidelity 401k offerings also
provide a broad choice of investment options, including dozens of Fidelity and
non-Fidelity mutual funds, as well as custom-designed employee communications
and education programs.
Atlantic Financial can help determine if Fidelity is right for you. As an
independent company, we also have the ability to work with numerous other mutual
fund companies and 401k providers such as MFS, Eaton Vance, American Funds and
other leading providers.
Companies large and small benefit from Fidelity’s state-of-the-art systems
technologies, which can provide seamless integration with payroll service
providers. Moreover, Fidelity corporate 401k plan participants have automated
web-based or phone account access. For small business owners and self-employed
individuals, the company offers retirement expertise via an affordable and fully
web-based Fidelity 401k plan.
In addition, Fidelity retirement offerings also are available to tax-exempt
organizations and government entities. The breadth of Fidelity’s retirement
resources it one of the nation's top providers of 403(b), 457 and 401(a)
retirement savings plans for colleges, universities, health care institutions,
states, state agencies and local governments.
In addition to providing Fidelity 401k advice and service, Atlantic Financial
has the expertise to help companies evaluate and select the best retirement plan
for their employees. As an independent firm, we can work with numerous leading
401k providers, including Fidelity, to determine the plan that works best for
Atlantic Financial can provide you with one or more recommendations about the
401k plan that fits the feature and budget requirements of your company. We’re
available to review all options with you and provide detailed plans for your
401k management. If you would like us to assist you with your corporate 401k
plan or answer any questions you may have, please email us (please be sure to include your name and phone number
in your email), or fill out our online form.
Want to see what Atlantic Financial can offer your company through a Fidelity
Advisor 401k Plan? Click this PDF document Fidelity Investments Fidelity Advisor
401k Plan Proposal Atlantic Financial PDF
401k Survey finds investors, employees