Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Start the year by building confidence

January's Key Date(s):

Now Available:

VIEW FIDUCIARY CALENDAR

Financial wellness can help build a strong foundation, with 2 out of 3 employees saying they trust their employers to help improve their wellbeing. 1 We're here to provide you resources that meet your employees where they are—letting them learn on their terms.

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ENGAGING RESOURCES

Supporting Black employees all year long

As part of our ongoing commitment to serve all our communities, our 2025 Black History Month toolkit and Community page will help you promote financial wellness amongst your employees throughout the year. EXPLORE HERE

TRENDING INSIGHTS

Is retirement retiring?

The traditional idea of retirement is evolving, and when it comes to your workplace, leveraging those in the "Encore Era" may be a consideration. Learn more about how your mature employees are looking to support your business in flexible new ways.
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DC plan features to consider in the new year

Defined contribution (DC) plans can effectively provide participants with income during retirement. These key features can impact your participants’ retirement strategies. LEARN MORE

LEGISLATIVE & REGULATORY

Quarterly Legislative and Regulatory Spotlights

In case you missed it, here’s Fidelity’s quarterly newsletter highlighting the latest legislative insights and other important updates.
Q1 2024 Q2 2024 Q3 2024 Q4 2024
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August 2024 September 2024 October 2024 November 2024 December 2024

1Employee Benefit Research Institute and Greenwald Research, 2023 Workplace Wellness Survey of 1,505 U.S. employees.

Please note, participant resources are not applicable to individuals outside the U.S.

For plan sponsor and investment professional use only.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting or otherwise using the Fidelity prepared communications attached here and on behalf of such organization accept these terms and conditions on behalf of the organization located at http://go.fidelity.com/TermsForClientUsage

Before investing in any mutual fund, consider the investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
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