fidelity Fidelity Investments, with assets under administration of $4.0 trillion, is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing to more than 20 million individuals, institutions, and through 5,000 financial intermediary firms. The Fidelity 401(k) program is a fully bundled, flexible offering designed to help advisors provide a 401(k) plan that best meets the needs of their plan sponsors. Backed by the strength of Fidelity, the program offers four key elements for a successful 401(k) plan: flexible plan drafts; an innovative employee engagement program, called Plan for Life; analytics tools; and outstanding service.