Foundation Financial Group Partners with Fidelity Investment Services

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Foundation Financial Group announces a new strategic partnership with Fidelity Investment Services. Transitioning to the award-winning investment firm is part of Foundation Financial’s continued effort to provide top quality benefits that enhance its employees’ lives.

Foundation Financial Group Partners with Fidelity Investment Services
With impressively high rankings in customer satisfaction, we’re confident that Fidelity is the best company to help Foundation Financial empower its employees and invest in their financial futures.

Foundation Financial Group announces a new strategic partnership with Fidelity Investment Services. Transitioning to the award-winning investment firm is part of Foundation Financial’s continued effort to provide top quality benefits that enhance its employees’ lives.

“We are always looking for ways to improve our employee benefits package and take care of our FFG family,” said Chief Human Resources Officer James Brodsky. “We truly see this new partnership as a tremendous enhancement to our current 401k Plan. With impressively high rankings in customer satisfaction, we’re confident that Fidelity is the best company to help Foundation Financial empower its employees and invest in their financial futures.”

The 2013’s Trustees Report for Social Security predicted that retirees in 2033 would be paid about 75 cents for each dollar owed, making supplemental retirement funds necessary for comfortable retirement. FFG automatically enrolls every staff member in a basic 401k plan which can be declined or customized. Foundation Financial Group recommends contributing as much to a retirement fund as one can realistically afford.

FFG employees will have access to financial health and wellness information, receiving guidance about investment options. Fidelity advisors will implement continual education, starting with investing education during enrollment and followed by reports that detail action steps, plan updates, and retirement insights. Foundation Financial Group strongly encourages all employees to begin saving for their retirement as soon as possible and offers a corporate match incentive.

Foundation Financial Group will join the Fidelity network of over 20 million clients. Fidelity employs one of the largest staffs of portfolio managers, analysts and traders in the industry. The corporation is the leading provider of workplace savings plans in the United States and is the country’s number one provider of Individual Retirement Accounts (IRAs).

About Foundation Financial Group

Foundation Financial Group is a multibillion dollar financial services corporation. FFG offers its customers Best in Class service through its Insurance, Retirement, and Mortgage Services. Named one of the fastest growing financial companies in the country by INC magazine for the third year running, FFG has continued to grow its nationwide presence with over 100,000 new customers per year in 39 states. In addition to the value that Foundation Financial provides every customer, it is also dedicated to its communities and the people who live in them. Through a vast array of philanthropic endeavors the company not only provides significant monetary donations but also fosters a workforce environment that encourages all team members to personally make a difference. Foundation Financial is committed to its strong focus on customer service and community investment as it continues to grow and compete with the largest financial institutions in the world.

Foundation Financial Group reviews all public relations inquiries. For additional information, interview and image requests, contact the Foundation Financial Group Public Relations Team.

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Jason O'Neil
Foundation Financial Group
(904) 861-1717
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