Not for use with plan participants.Īpproved for use in the advisor and 401(k) markets. July 2016.įor Plan Sponsor and investment professional use only. For Plan Sponsor and investment professional use only. 5 Based on Fidelity’s recordkept data for 1.5M active lower-income participants making less than 48k and with a balance >0, as of 3/31/18. Conducted by CMI Research, an independent third-party research firm. 4 Fidelity My Money Checkup survey: Based on 368,900 responses, including 101,000 responses from those making less than 50,000/year. Mitchell, December 2012.ħ Fidelity Markers of Financial Wellness Survey of more than 6,000 active Defined Contribution plan participants recordkept by Fidelity, who have input into household financial decisions. Responses from 27,564 Americans.Ħ Optimal Financial Knowledge and Wealth Inequality, Annamarie Lusardi, Pierre-Carl Michaud, and Olivia S. Mitchell, 2014.ĥ National Capability Study by the FINRA Foundation, October 2016. (CMI), an independent third-party research firm.Ĥ The Economic Importance of Financial Literacy: Theory and Evidence, Annamarie Lusardi and Olivia S. Simplify No additional website addresses or passwords to remember. Research was completed by ConsumerMetrics Inc. Consolidate View all your financial accounts on a single page that includes a snapshot of your net worth. The survey was fielded in November 2017 using an external consumer panel of 2,250 DC participants employed full-time. The results are based on 450 responses.ģ Fidelity Investments Planning and Advice online survey. 1 Results from Fidelity MyMoney Check-up, February 2018, 219,000 respondents.Ģ Fidelity Investments defined contribution plan participant survey, August 2017.
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