List of Fidelity Self Service Customers
Boston, 2110, MA,
United States
Since 2010, our global team of researchers has been studying Fidelity Self Service customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fidelity Self Service for Employee Self Service from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fidelity Self Service for Employee Self Service include: Chevron Corporation, a United States based Oil, Gas and Chemicals organisation with 45298 employees and revenues of $193.41 billion, Ibm, a United States based Professional Services organisation with 288300 employees and revenues of $60.53 billion, General Dynamics, a United States based Aerospace and Defense organisation with 110000 employees and revenues of $47.72 billion and many others.
Contact us if you need a completed and verified list of companies using Fidelity Self Service, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fidelity Self Service customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Chevron Corporation | Oil, Gas and Chemicals | 45298 | $193.4B | United States | Fidelity Investments | Fidelity Self Service | Employee Self Service | 2017 | n/a |
In 2017, Chevron Corporation transitioned its ESIP 401(k) recordkeeper from Vanguard to Fidelity, implementing Fidelity Self Service as its Employee Self Service channel for retirement and HSA participant access. Chevron benefits documentation lists Fidelity Investments as the ESIP recordkeeper and Fidelity HSA as custodian for HR and retirement in the United States, and employee self service via Fidelity NetBenefits is inferred for Chevron 401(k) and HSA participant access.
Fidelity Self Service was provisioned to provide participant account management and self service workflows consistent with the Employee Self Service category, including access to account balances, contribution elections, investment selection, and HSA custodial statements. The implementation places participant facing capabilities on Fidelity NetBenefits as the centralized channel for enrollment, ongoing account servicing, and custodial recordkeeping for Chevron ESIP participants.
Operational coverage is focused on HR and retirement functions in the United States, with company benefits pages and custodial designations serving as governance artifacts. Blackout notices in December 2017 document the controlled switchover interval used for participant account transfer and reconciliation during the transition to Fidelity Self Service.
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General Dynamics | Aerospace and Defense | 110000 | $47.7B | United States | Fidelity Investments | Fidelity Self Service | Employee Self Service | 2012 | n/a |
In 2012, General Dynamics implemented Fidelity Self Service to establish employee-facing retirement and benefits access for its United States workforce. The implementation coincided with General Dynamics appointing Fidelity Management Trust Company as trustee and Fidelity Workplace Services LLC as recordkeeper for its 401(k) plan, a change effective December 31, 2012, and positions Fidelity Self Service within the Employee Self Service category for HR and retirement administration.
Fidelity Self Service is delivered via Fidelity NetBenefits and provides Employee Self Service capabilities aligned to retirement plan participant needs, including account viewing, contribution election management, plan enrollment flows, beneficiary designation, and transaction history reporting. Configuration emphasis was on participant self‑service workflows and recordkeeping processes that support plan administration and participant communications under the recordkeeper model.
Operational coverage is focused on HR and retirement functions in the United States, with trustee responsibilities handled by Fidelity Management Trust Company and ongoing recordkeeper operations by Fidelity Workplace Services LLC. Governance for participant access and plan servicing was formalized through the trustee and recordkeeper appointments effective December 31, 2012, establishing the fidelity-based servicing model for General Dynamics 401(k) participants.
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Ibm | Professional Services | 288300 | $60.5B | United States | Fidelity Investments | Fidelity Self Service | Employee Self Service | 2018 | n/a |
In 2018, IBM implemented Fidelity Self Service as the recordkeeping and participant services platform and as the operator of the IBM Benefits Center for HR and retirement in the United States. Fidelity Self Service appears in IBM's Form 11-K through Fidelity Workplace Services LLC's role, and it is classified under the Employee Self Service category. The implementation is scoped to retirement plan administration and participant access rather than broader HRIS modules.
Given Fidelity Workplace Services LLC's recordkeeping and participant services role, employee self service usage such as NetBenefits or a benefits center is inferred for participant account access and online plan interactions. Fidelity Self Service in this Employee Self Service context typically provides participant-facing capabilities including account statements, contribution and distribution transactions, beneficiary management, and online enrollment workflows, and configuration would focus on plan-level recordkeeping, participant authentication, and reporting for retirement administrators. The narrative emphasizes participant services and recordkeeping modules rather than payroll or core HR transactional systems.
Operational coverage is limited to IBM retirement plans and the United States, with Fidelity Workplace Services LLC operating the IBM Benefits Center for HR and retirement administration. Governance centers on Fidelity as the provider of recordkeeping and participant services, which implies centralized participant support and plan administration processes managed by the recordkeeper and coordinated with IBM's benefits and retirement teams.
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