Fidelity Investments broke its sales records in the small- and mid-sized defined contribution plan market in 2013, adding $8.9 billion in new assets.
The company added more than 1,500 plans with $50 million in assets or less, an increase of 7 percent over the prior year’s sales. With the increase in plans came nearly 240,000 new participants.
The company chalks up its success in the small plan market to its educational workplace guidance programs and new technological offerings, like its iPad tablet app.
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