Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Tackling employee burnout

May’s Key Date(s):

Now Available:

VIEW FIDUCIARY CALENDAR

With 2025 all settled in, a variety of workplace factors can lead to your employees feeling stressed and burned out. Explore these practical strategies designed to address your employees’ well-being and create a more supportive and balanced work environment.
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ENGAGING EMPLOYEES

Enhancing your employees’ financial wellness experience

We’re excited to launch new enhancements within NetBenefits® to clients that have financial wellness enabled* to better support your employees.
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TRENDING INSIGHTS

Growing together with the Fidelity HSA®

Our commitment to strengthening financial well-being has helped workers save over $32 billion in healthcare expenses through Fidelity’s HSA.
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The last mile of the Health Savings Account

Many employees underestimate healthcare costs for their retirement. Help your employees retire with a peace of mind by filling in the HSA knowledge gaps.
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Retaining Deskless Workers

From turnover to tenure, here are some data-driven approaches to enhance retention and satisfaction.
ACCESS HERE

Addressing Pediatric Mental Health Crisis

Young adults and families are facing a pediatric mental health crisis. Check out these 6 strategies for employers to support working parents and their children.
ACCESS HERE

A win-win for employers and employees

Some benefits work better together, and work even better under a single provider. With an ESPP and a 401(k), you can help drive engagement and retention, while employees can improve their retirement savings.
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LEGISLATIVE & REGULATORY

Required Minimum Distribution Guide

This reference guide can assist you in understanding the required minimum distribution rules applicable to beneficiaries.
READ HERE

Important update on digital payments

The Digital Payments service, consisting of PayPal and Venmo, will no longer be available after May 13th.
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Fidelity’s Regulatory Roundup: How Fidelity advocates for Plan Sponsors

As legislation constantly evolves, we want to ensure your voice is heard. Discover how Fidelity advocates for you throughout the legislative process.
WATCH HERE

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 Q1 2025
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June 2024 July 2024 August 2024 September 2024 October 2024
November 2024 December 2024 January 2025 February 2025 March 2025

*If financial wellness isn’t enabled, the modernized Financial Wellness Checkup will be suppressed, and a different version of dashboard called “Your planning dashboard” will be shown.

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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