East Windsor, CT – June 13, 2023. We are pleased to announce that Fidelity Investments has joined the Retirement Advisor Council in the Investment Manager college.
Fidelity Investments has been a member of the Retirement Advisor Council in the Service Provider college since inception in 2008. With Fidelity’s decision to join membership, they are now one of only four Enterprise Members of the Council, the highest level of membership. The Defined Contribution Investment Only (DCIO) arm of Fidelity will be represented by Liz Pathé, who will participate in the advisor membership committee..
“We look forward to continuing our work with the Retirement Advisor Council,” said Liz Pathé, SVP, Head of DCIO Sales at Fidelity. “Having a community that brings together plan advisors, recordkeepers and asset managers to help drive successful outcomes for plan sponsors and participants is crucial, and we are thrilled to be contributing to these important conversations.”
About Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $11.1 trillion, including discretionary assets of $4.2 trillion as of March 31, 2023, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs over 70,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
About The Retirement Advisor Council
Formed in 2009, the Retirement Advisor Council is a national organization that advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment managers and defined contribution plan service providers. To advance its mission, the Council undertakes initiatives in the areas of research, public relations and promotion, general public education, regulatory positions, and practice management. The Council accomplishes this mission by:
- Identifying duties, responsibilities, and attributes of the Professional Retirement Plan Advisor.
- Sharing professional standards with plan sponsors who are responsible for the success of their plans.
- Providing collective thought capital to decision makers, product providers, legislators, and the public.
- Giving voice to the retirement plan advisor community
- Offering tools to evaluate advisors to ensure the quality of services provided.
Find out more about the Retirement Advisor Council at www.retirementadavisor.us
Retirement Advisor Council is a brand of EACH Enterprise, LLC. Retirement Advisor Council and EACH Enterprise are not affiliated with Fidelity Investments.
Learn more about the Retirement Advisor Council at retirementadvisor.us
Fidelity Investments is a registered trademark of FMR LLC.
Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC; and institutional advisory services through Fidelity Institutional Wealth Adviser LLC.