Fidelitys premium 401(k) service programs, launched in 1998, are sold through advisers to small- and mid-size firms. Fidelity now has more than 1,800 plans, with about $8.5 billion of combined assets under administration.
The automated program can help identify 401(k) or profit-sharing participants who are rolling over assets because of a job change or retirement, Fidelity said.
Participants will receive rollover kits, including a partially completed application and their advisers contact information; advisers will receive a weekly e-mail identifying those who are rolling over their assets.