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 - Next Generation H&W Administration

Vendor Analysis

by Elizabeth Rennie

published on Nov 13, 2020

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

Report Overview:

This NelsonHall assessment analyzes Fidelity's offerings and capabilities in Next Generation H&W Administration.

Who is this Report for:

NelsonHall’s Cloud HR Transformation Services profile on Fidelity is a comprehensive assessment of Fidelity offerings and capabilities, designed for:

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

Scope of this Report:

The report provides a comprehensive and objective analysis of Fidelity’s H&W Administration services offerings and capabilities, and market and financial strengths, 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:

This NelsonHall vendor assessment analyzes Fidelity’s offerings and capabilities in H&W Administration services.  Fidelity Investments (Fidelity), founded in 1946 and headquartered in Boston, Massachusetts, is a financial services corporation with 40k employees. Fidelity has ~21k benefits administration clients and serves ~30m participants, including 3m stock plan and HSA participants. In H&W administration, it has ~32 clients and serving ~1.3m participants. The company has ~9.4k employees delivering benefits administration services across its two divisions:

Workplace Investing division, which principally covers:

  • Retirement services including Defined Contribution pension administration, Defined Benefit pension administration with a specific focus on 401(k) and 403(b) plans
    • Retirement plan services for Not for Profit organizations
    • Student Debt
    • Stock Plan Services
    • Workplace Giving
    • Personalized Planning and Advice.
  • Fidelity Health Care Solutions division supporting ~ 50 very large enterprise clients with ~300 delivery employees, offering:
    • Benefits Administration
    • Health Savings Accounts (HSAs)
    • Health & Welfare Administrative Services
    • Group & Individual Voluntary Benefits
    • Wellness Solutions.

Login to get full access:

close