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Fidelity Investments offers financial planning to 401k Participants

Fidelity Investments, the largest retirement accounts recordkeeper, has launched a more holistic financial planning service for 401-k participants.  The managed account offering – called Fidelity Personalized Planning and Advice – is the next iteration of the old PAS-W (Portfolio Advisory Services – Workplace.)

“We’re really doubling down on the financial plan,” said Sangeeta Moorjani, head of product, marketing and advice for Fidelity’s Workplace Investing group.

Learn more about Fidelity PPA offering for retirement accounts here.


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