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Fidelity 401(k) Plan Services Reviews & Provider Details

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Fidelity 401(k) Plan Services Reviews (13)

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Russell A.

Marketing Director

Mid-Market (51-1000 emp.)

8/17/2023

"Many positive aspects of Fidelity 401(k)"

4.5/5

What do you like best about Fidelity 401(k) Plan Services?

The thing we like the most about Fidelity is the communication options that it gives us as an organization and the options that it gives our empolyees . It outs everything at our fingetips . Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

We really don't have any Downside to using Fidelity 401(k) at this time. The options that are given to our employees are excellent and the communication is great. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

We would recomend Fidelity 401(k) to any company that has employees with different retirement goals. The plans are easy to use and easy to understand . Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

We have many options for our employees as far as 401(k) investment is concerned and Fidelity has helped us put all of our options on one platform and offer diferent options to our employess. Review collected by and hosted on G2.com.

Chris J.

Small-Business (50 or fewer emp.)

8/15/2023

"Fidelity: Investing in my Future"

5/5

What do you like best about Fidelity 401(k) Plan Services?

My main reason for choosing fidelity over another service is how easy it is to use along with the fact that the customer support team is very friendly and helpful. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

The one thing that I would change about Fidelity 401(k) is add more educational resources so that people who are new to how 401(k)'s work can easily understand the benefits and why they should use the product. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

I would highly recommend Fidelity's 401(k) Plan Services as I have looked at several other companies, but this one has by far been the one I enjoy the most Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity' 401(k) plan as well as their standard investments accounts are very streamlined and easy to use for someone who has not had much experience in finances. Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care

Small-Business (50 or fewer emp.)

3/15/2022

"Fidelity is an excellent servicer"

5/5

Describe the project or task Fidelity 401(k) Plan Services helped with:

Saving my money in 401k plan Review collected by and hosted on G2.com.

What do you like best about Fidelity 401(k) Plan Services?

App is easy to use and it is very secure Review collected by and hosted on G2.com.

Verified User in Real Estate

Mid-Market (51-1000 emp.)

8/15/2023

"Fidelity 401k for Business"

3.5/5

What do you like best about Fidelity 401(k) Plan Services?

Fidelity's integration with existing Fidelity accounts is great. If you create another 401k account for work, you can import that to also work within your existing account to see everything in one dashboard. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Fidelity 401k is lacking severly in the security side. As someone who works in tech, it is not a good look for a company to not offer multifactor authentication especially when dealing with large sums of money. Review collected by and hosted on G2.com.

Raquel G.

Human Resources Coordinator

Enterprise (> 1000 emp.)

8/17/2023

"Great experience with Fidelity"

4/5

What do you like best about Fidelity 401(k) Plan Services?

What I liked the most was the ease of using Fidelity whether on the site or the app. Everything was very user friendly and well managed. It also provided great learning guides. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Nothing, I liked everything about fidelity. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

9/2/2023

"Solid reputation, robust investment options"

3.5/5

What do you like best about Fidelity 401(k) Plan Services?

Diverse Investment Options, simple web interface, low costs and education resources Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Lack of higher level education resources for more sophisticated investors, access to crypto currency options Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Take advantage of education, create a checklist of financial needs, assemble a team of users and decision makers for an in-depth demo Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

For a small business - saving on investment fees, accesible customer support, streamline plan administration, ensure compliance, and providing employee education Review collected by and hosted on G2.com.

Jamaal D.

IT Systems Analyst

Enterprise (> 1000 emp.)

8/18/2023

"Fidelity Review"

4.5/5

What do you like best about Fidelity 401(k) Plan Services?

The ease of managing investment funds and 401ks Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

The diversity available to invest and move money Review collected by and hosted on G2.com.

Verified User in Computer Software

Enterprise (> 1000 emp.)

8/22/2023

"Fidelity 401(k) Plan Services is Money!"

5/5

What do you like best about Fidelity 401(k) Plan Services?

Accessibility, user interface, customer service, planning tools Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

Nothing to dislike as the system is always available Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Suggest others do due diligence. Once doing so, Fidelity was a fairly easy decision Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Fidelity is where a significant portion of our investmest are today, including 401(k), benefits planning. User interface and customer service are top notch making it easy to view performance, make changes, etc. Review collected by and hosted on G2.com.

Verified User in Computer Software

Enterprise (> 1000 emp.)

8/22/2023

"Easily manage retirement plans with Fidelity"

5/5

What do you like best about Fidelity 401(k) Plan Services?

Extensive services and support to offer and manage 401k plans. Review collected by and hosted on G2.com.

What do you dislike about Fidelity 401(k) Plan Services?

No real downsides. They even allow the ability to seamlessly combine with other benefits. Review collected by and hosted on G2.com.

Recommendations to others considering Fidelity 401(k) Plan Services:

Provides more than 401k plan services. Look to them for other services, including HSA, for a more holistic approach to your benefits. Review collected by and hosted on G2.com.

What problems is Fidelity 401(k) Plan Services solving and how is that benefiting you?

Helps build a competitive employer advantage with quality retirement plans and retirement plan services. Review collected by and hosted on G2.com.