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Wall Street & Technology July 26, 2007 Maria Wakem	Fidelity Continually Enhancing Online Retirement Planning Tools The financial firm's CIO discusses his technology philosophy and the globalization of IT.
Financial Planning February 1, 2006 Marshall Eckblad	401(k) Status Report Fidelity's numbers and the state of 401(k) accounts.
The Motley Fool April 25, 2007 Amanda B. Kish	Fear Not, Fidelity Fundholders While the news of Fidelity's chief operating officer's retirement invites speculation regarding the new heir apparent for the firm's top spot, the more pressing question is what this move means for Fidelity's fundholders.
Wall Street & Technology July 18, 2006	NYSE Group Continues With Hybrid Implementation, Options Platform, With CTO Steve Rubinow at the Helm The CTO continues the implementation of the hybrid market structure as well as the roll out of the exchange's options platform. Rubinow also shares the story behind his ascent into one of the most visible tech positions in the financial industry.
Wall Street & Technology February 27, 2005 Maria Santos	Cashing In on Retirement Baby boomers will bring big business to investment management firms that focus on retirement income planning.
The Motley Fool February 24, 2011 Dan Caplinger	Make This Move Now and Save Your Retirement 401(k)s are back -- but you have to use them wisely.
BusinessWeek August 15, 2005 Aaron Pressman	Fidelity Trolls For Bigger Fish Fidelity Investments' new Pyramis unit will grab at a larger slice of the institutional pie.
Financial Advisor October 2012 Jim McConville	The Number: 8x Salary To Retire, Fidelity Says Ordinary American workers should aim to save at least eight times their ending salary to replace 85% of their pre-retirement income and meet basic income needs in retirement, says Fidelity Investments.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
Registered Rep. October 1, 2005	60 Seconds with Bill Carey (Head of Fidelity's RIA group) The former president of Fidelity's institutional retirement business and a 12-year veteran of the firm talks about his plans for the advisory unit and the challenges confronting advisors.
The Motley Fool June 8, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Barclays struggles to crack 401(k) market... Funds' cash stakes falling... Fidelity chasing market share...
Registered Rep. October 1, 2005	Better Die Before They Get Old How many boomers are prepared for retirement?
The Motley Fool October 12, 2009 Amanda B. Kish	The Incredible Shrinking 401(k) It's truly depressing when a retirement portfolio loses nearly a quarter of its value, even after you make your hard-earned annual contributions.
Wall Street & Technology July 1, 2008 Penny Crosman	Fidelity Hires New CIO Fidelity Investments ransacks Morgan Stanley and Merrill Lynch to fill two top IT positions.
Investment Advisor April 2007 James J. Green	News & Products The Fidelity Research Institute reported that Americans are slightly better prepared for retirement... The American College hat New York Life Insurance Company is donating $2 million... etc.
Registered Rep. November 1, 2004 Stan Luxenberg	The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity.
The Motley Fool August 14, 2009 John Rosevear	This Could Be the Biggest Mistake You'll Ever Make This 401(k) blunder is a retirement-killer -- and it's still all too common.
Investment Advisor June 2007 James J. Green	A Flush Fidelity Celebrates With enhanced authority, Fidelity Registered Investment Advisor Group's Ellyn McColgan leads the way.
Wall Street & Technology July 26, 2007 Beth Stackpole	Multi-Asset, Multi-strategy Is the Future at State Street Global Advisors Here, the financial firm's chief technology officer discusses the future of banking technology strategies.
Wall Street & Technology July 17, 2006	Barclays Global Investors Works to Align Business With Technology to Support Growth CTO Derek Stein innovates by implementing SOA applications to continually roll out products at the financial firm.
Wall Street & Technology July 19, 2006	Nicholas-Applegate Is Taking Advantage of Technological Advances to Improve Client Servicing and Lower Costs SVP and CTO Steve Rapp is centralizing applications at the financial firm for improved efficiency and quality management, and providing salespeople mobile access to the CRM database for better customer service.
Fast Company November 2002 Charles Fishman	Your 401(k) Is Making a Statement What's the most powerful symbol of a troubling year in finance? There are many candidates, from disgraced Wall Street analysts to CEOs in handcuffs. But few symbols rival the unopened 401(k) statement -- a quarterly window into the personal wealth of millions of Americans.
The Motley Fool June 10, 2010 Dan Caplinger	Is This the Fix for Failed 401(k)s? ETFs are coming soon to a retirement plan near you.
The Motley Fool January 13, 2004 Dayana Yochim	The Old 401(k) Conundrum When not to roll over your 401(k) funds.
The Motley Fool February 1, 2005 Dayana Yochim	When Not to Roll Over Sometimes it's best to leave your 401(k) money with your old boss.
BusinessWeek November 14, 2005 Aaron Pressman	Dear Abby, What Happened? It's no longer apparent that the boss's daughter is the heir at Fidelity Investments.
Investment Advisor January 2010 Melanie Waddell	Retirement News News from the SEC, MetLife, and Fidelity: SEC will present recommendations on target date funds early next year... MetLife and Fidelity Investments have introduced a new deferred variable annuity product... more...
The Motley Fool December 17, 2008 John Rosevear	Don't Make These 6 Big 401(k) Blunders Many would-be retirees find themselves muddling through the whys and wherefores of the 401(k) system -- and they're shooting themselves in the foot along the way. Are you making any of these common blunders?
BusinessWeek March 31, 2011 Collins & Ody	Big Banks Go After 401(k) Trillions On the prowl to replace lost income, banks are seeking a bigger slice of the growing $2.9 trillion 401(k) pie.
Investment Advisor May 2007 Savita Iyer	Back to School IBM's newly minted personal finance and education benefit program for its 127,000 employees, "IBM MoneySmart," heralds the beginning of the type of program retirement finance professionals believe will increasingly become the norm in corporate America.
The Motley Fool August 19, 2011 Dan Caplinger	Don't Miss Out on the Next 50% Return Lots of people did two years ago. Don't make the same mistake now with retirement funds.
The Motley Fool September 19, 2007 Claire Stephanic	The Worst Mistake You Can Make 44% of eligible employees do not participate in their companies defined contribution plans. Are you one of those who is turning away your employer's free money?
The Motley Fool August 19, 2009 John Rosevear	The Simple Way to Trash Your Portfolio Taking a loan from your retirement plan is easier than ever these days. This extremely common practice is an extremely big problem.
CFO May 1, 2003 Roy Harris	Security Blanket Management options for 401(k) investments protect both participants and sponsors.
Financial Planning February 1, 2011 Joel P. Bruckenstein	The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.
The Motley Fool March 4, 2009 John Rosevear	The First Step to Rebuilding Your Retirement The first step to rebuilding your retirement is to get your 401(k) in order. Follow these steps to get it done.
The Motley Fool February 28, 2011 Amanda B. Kish	Good News for 401(k) Investors The news is good, but not good enough, when it comes to saving for retirement.
Registered Rep. February 9, 2012 Jerry Gleeson	RIA Rising: Employees Dig a Tad Deeper for 401(k) Contributions Last year's market volatility apparently didn't discourage retirement savers from sticking to their plans, but it didn't encourage more frugality either.
CFO April 1, 2007 Roy Harris	A New Start Under the Pension Protection Act, companies play a key role in keeping employee retirement savings on track.
BusinessWeek June 13, 2005 Aaron Pressman	401(k)s Spring A Leak Baby Boomers are switching out of their retirement accounts, and mutual funds are hurting.
The Motley Fool May 19, 2011 Dan Caplinger	Schwab Joins the 401(k) Wars The discount broker jumps in with an index-only retirement plan.
The Motley Fool March 16, 2005 Selena Maranjian	Don't Believe in Your Company Too Much If you are plunking much of your savings into the stock of your employer, often through good intentions and a 401(k) plan, you're actually putting too many of your nest eggs in one basket.
Registered Rep. July 1, 2005 Stan Luxenberg	New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps?
Bank Technology News May 2006 John Adams	Core Banking: Webster's Marathon Becomes A Sprint How the acquisitive bank did a multi-year, enterprise-wide core systems upgrade in just over a year-more than two years less than the average time for such a project.
Investment Advisor September 2007 Kathleen M. McBride	Life After Ellyn McColgan Her sudden departure from Fidelity is a loss for advisors. McColgan's departure comes on the heels of Debby McWhinney's abrupt resignation from Charles Schwab earlier this year.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
BusinessWeek October 16, 2006 Roben Farzad	Fidelity's Divided Loyalties Fidelity Investments could be the king of shareholder rights. But do its corporate interests get in the way?
Bank Systems & Technology December 7, 2007 Maria Bruno-Britz	Marvin Adams Leaves Citi for Fidelity Fidelity Investments named Citigroup CIO Marvin Adams president of Fidelity Shared Services.
The Motley Fool June 12, 2009 Selena Maranjian	Don't Give Up on Your 401(k) Americans are taking their retirement accounts seriously, as they should.
BusinessWeek May 27, 2010 Amy Feldman	Goldman Sachs Goes After Your Retirement Money Goldman Sachs is targeting a $2.7 trillion market with alternative asset funds such as commodities and real estate, and designing target-date funds.