DEBUG: PAGE=domain, TITLE=Life & Annuities,ID=1443,TEMPLATE=subprogram
toggle expanded view
programcode = HAILAA
programid = 162
database = t
alerts = t
neat = t
vendors = t
forecasting = t
confidence = f
definitions = t

Search within: Life & Annuities:

Access our analyst expertise:

Only NelsonHall clients who are logged in have access to our analysts and advisors for their expert advice and opinion.

To find out more about how NelsonHall's analysts and sourcing advisors can assist you with your strategy and engagements, please contact our sales department here.

Subscribe to blogs & alerts:

manage email alerts using the form below, in order to be notified via email whenever we publish new content:

has Database = t

Contracts Database

for Life & Annuities

Track the pattern of service adoption by monitoring Life & Annuities contract awards by your peers. Identify who are the successful vendors this industry now. Updated monthly!

These documents are available to logged in clients that have purchased access to this program.

has Confidence = f -- IGNORED

Fidelity - H&W Services

Vendor Analysis

by NelsonHall Analyst

published on Jan 14, 2015

Access to this report is restricted to logged in clients with access. Login to get full access

Report Overview:

Fidelity is a U.S. headquartered financial services provider, offering benefits administration services.

The company's H&W service offering includes H&W administration, including COBRA admin, reimbursement/spending account services, dependent audit and verification services, and retiree health transition services, as well as HSA administration.

Who is this Report for:

NelsonHall's H&W Services Vendor Assessment for Fidelity is a comprehensive assessment of Fidelity's H&W offering and capabilities designed for:

  • Sourcing managers monitoring the capabilities of existing suppliers of H&W and identifying vendor suitability for H&W RFPs
  • Vendor marketing, sales, and business managers looking to benchmark themselves against their peers
  • Financial analysts and investors specializing in the H&W sector.

Scope of this Report:

The report provides a comprehensive and objective analysis of Fidelity's H&W offering, capabilities, and market and financial strength, including:

  • Identification of the company's strategy, emphasis, and new developments
  • Analysis of the company's strengths, weaknesses, and outlook
  • Revenue estimates
  • Analysis of the profile of the company's customer base including the company's targeting strategy and examples of current contracts
  • Analysis of the company's offerings and key service components
  • Analysis of the company's delivery organization including the location of delivery locations.

Key Findings & Highlights:

Fidelity primarily targets its existing, large market DC or DB administration clients with >20k employees for its H&W administration offering. The company's employer HSA administration offering is targeted at organizations with more than 2k employees.

Fidelity serves ~1.4m participants across its H&W business.

Login to get full access:

close