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Fidelity - H&W Services

Vendor Analysis

by NelsonHall Analyst

published on Jan 14, 2015

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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.

Table of contents:

Table of contents:

  • Background
  • Revenue Summary
  • Key Offerings
  • Delivery Capability and Partnerships
  • Target Markets
  • Strategy
  • HSA administration
  • Retirement Transition Services – Health Solutions
  • H&W administration
  • Strengths and Challenges
  • Strengths
  • Challenges
  • Outlook

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