Real-time · AI · Cross-signal
Discover the power of real-time signals plus AI
Every contract, funding round, exec hire, and M&A move on Fidelity Investments — with verified, ICP-scored contact reveals (email + mobile) on demand.
Trusted by founders, sales teams, recruiters, and investors at firms like BlackRock, Oracle, Kleiner Perkins, and HubSpot.
Fidelity Collaborates with Retirement Clearinghouse to Implement Auto-Portability for 2.2M Participants
Dec 05, 2024•over 1 year ago
Contract Type
agreement
Description
Fidelity Investments has implemented automatic portability for plan sponsors as part of its retirement report for the third quarter. The auto-portability feature is designed to prevent workers from cashing out their 401(k) savings during job changes, in an attempt to limit taxes, penalties, and diminished retirement funds.
Agreement Insights
Based on industry dataContract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months