Are your clients who own their own companies looking to help boost employee retention? Find out more about the benefits of Fidelity's retirement plans for small businesses, created specifically for small- to mid-sized companies.
A wide selection of Fidelity Advisor Funds ® with access to practically every segment of the world's markets
A dedicated team of retirement specialists to answer questions and work with advisors and their clients
Convenient account access for your clients, virtually 24 hours a day, 7 days a week
Fidelity Advisor SIMPLE IRA is designed for business owners who want to provide employees with retirement savings through payroll deduction.
A retirement savings plan for business owners and their employees.
Investment and retirement leadership sets Fidelity apart.
For nearly 70 years, Fidelity has helped our clients achieve their investment and business objectives by harnessing our deep and diverse capabilities. As the No. 1 IRA provider in the U.S., Fidelity Investments can help you as you guide your clients along the path to—and through—retirement. 1
Let’s talk about small business plan solutions for your clients.
* An annual custodial fee is deducted from employee accounts.
1. Cerulli Associates, The State of U.S. Retail and Institutional Asset Management 2021.
The above information is educational in nature and should not be construed as legal or tax advice.
62196BAF11474D40897F5A9EB553383EPast performance is no guarantee of future results.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.
Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.
The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term.
