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Your Fidelity Connection

News & Insights for HR & Benefits Leaders

It’s that time of year again!

Now Available: VIEW FIDUCIARY CALENDAR

Did you know enrolled participants are 15% more likely to be financially ‘healthy’¹? We are focused on providing helpful resources that you and your workforce can use for a seamless and successful enrollment experience.

ENGAGING RESOURCES

Enhanced Enrollment Toolkit

Level-up enrollment this year with more engagement opportunities for your employees. EXPLORE HERE

Financial Wellness Toolkit

Even in the busyness of the season you can still help your employees prioritize their financial wellness. EXPLORE HERE

Retirement Income Services Enhancements

One of the biggest concerns employees have is having enough money to last throughout retirement and guaranteed income can help. We’ve added some new tools to NetBenefits® to help employees learn more. GET MORE DETAILS

TRENDING INSIGHTS

The Great Recalibration

The workforce is changing, and it’s vital you don’t get left behind. Learn how your benefits strategy can play a pivotal role in meeting your employees’ evolving needs. LEARN MORE

LEGAL & REGULATORY UPDATES

SECURE 2.0 continues to progress through Congress

Read a summary of the House and Senate bills. LEARN MORE

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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.

¹‘Healthy’ is defined as defined as Good or Excellent on the Financial Wellness scale (a score of 61+). ‘Unhealthy’ is defined as Fair or Needs Attention on the Financial Wellness scale (a score less than 61).Arrows indicate significant differences between enrolled and unenrolled for at 95% CI. Scores are weighted, which control for age, gender, ethnicity, and household income. Fidelity’s Inclusive Financial Wellness online survey of 4,615 employees with access to a 401(k) or 403(b). The survey was conducted by CMI Research on behalf of Fidelity in September 2020.

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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