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"The Fidelity Independent Adviser features easy-to-follow models for both aggressive and conservative investors, including portfolios optimized for growth, growth and income, retirement income, international investments, and tax-efficient funds."
–Donald R Dion,
President and Chief Investment Strategist

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Fidelity Independent Adviser’s 401k/403b Retirement Accelerator newsletter, relaunched in early 2009, is devoted to individual investors and their qualified retirement plans.

The aim of the 401k/403b Retirement Accelerator is to build on the 13–year track record of the Fidelity Independent Adviser, which has become a trusted source of investment information and portfolio advice for tens of thousands of investors nationwide who are building the foundation of their retirements using mutual funds. Although much of the 401(k) advice in this publication is applicable to 403(b) participants, the addition of a TIAA-CREF Power Index and portfolios using these investment options is a long–overdue step in providing tailored advice for these devoted long–term investors.

Each issue of the 401k/403b Retirement Accelerator includes model investment portfolios and feature articles highlighting investment strategies or changes to the 401(k)/403(b) structure. Every issue also includes “Don’s Outlook” which is a market overview to apprise subscribers of recent events and discuss strategies for retirement investing in the future.

The 401k/403b Retirement Accelerator model portfolios and Power Index ratings are designed to present performance data from funds offered by Fidelity, Vanguard, TIAA–CREF and other vendors. Added recently, the TIAA–CREF portfolios provide information about the effective investment of TIAA–CREF retirement savings — both while employed and saving, as well as afterwards when investors need to rely on those savings for income. Please click on the individual links below to learn more about the plans we cover.

As the investment landscape has changed over the past 30 years, one thing is certain: each individual is ultimately responsible for providing the assets with which to retire securely. You will find detailed updates on the state of 401(k) and 403(b) investing within each issue.

Subscribe Now and Receive:

  • Four quarterly issues available immediately to subscribers online.
  • Twelve monthly subscriber hotlines with email notifications sent directly to your inbox.
  • Tracking and analysis of funds offered by American, CitiStreet, DWS Scudder, Fidelity, Franklin Templeton, Principal, T Rowe Price, TIAA-CREF and Vanguard plans.
  • Analysis of nearly 400 selected mutual funds.
  • “Don’s Outlook“ — a quarterly appraisal of marketplace trends.
  • Power Index ratings comparing the relative strength of funds.
  • Buy, Sell and Hold recommendations for model portfolio investing.
  • Model portfolios for investing your own 401(k) and 403(b) assets.
  • Money-Back Guarantee on your subscription.

The Fidelity Independent Adviser is completely independent of, and not affiliated with, Fidelity Investments.
The Fidelity Independent Adviser takes your privacy seriously. Our privacy policy can be found here.

No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results subsequently achieved by following a particular strategy. PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. All investments involve risk including loss of principal.