Fidelity Investments tapped retirement advisers and consultants for information when developing its new website, FidelityConnect — an easy-to-use dashboard that provides a snapshot of every corporate retirement plan that is recordkept by Fidelity.
Fidelity found that advisers want easier access to analytics of their plans. They want to be able to measure performance, complete benchmarking, access plan data and run reports on the data, says Phil Chisholm, vice president, defined contribution management for Fidelity Investments.
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