Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Turn plan data into a smarter benefits strategy

June’s Key Date(s):

Now Available:
VIEW FIDUCIARY CALENDAR

Get a clear snapshot of what's going well within your plan and where to focus next with Fidelity's new Benefits Health Tool available now on PSW®. GET STARTED

TRENDING INSIGHTS

Q1 2026 Building Financial Futures report is here

Discover the most recent retirement savings trends with our premier quarterly analysis on employee savings behaviors and plan design updates. READ THE LATEST

How do employees really feel about their company’s equity programs?

Explore insights from 25,000 global participants on their satisfaction, understanding, and the role equity plays in their financial planning. SEE THE INSIGHTS

Why benefits integration matters in a high-cost healthcare environment

Discover how aligning health and financial benefits can drive smarter benefit decisions, improve utilization and strengthen employee resilience. LEARN MORE

When the forecast turns serious: Is your organization prepared?

Help protect your organization and support your employees with a proactive approach to natural disaster readiness—before, during, and after the storm. GET PREPARED

WEBINARS

In the Loop: Transforming the employer and employee experience with AI

Join us as we explore how AI-enabled experiences are transforming benefits engagement—and purpose-driven approaches that balance industry risks with evolving needs. REGISTER NOW

ENGAGING EMPLOYEES

June is Pride Month

Empower LGBTQ+ employees with resources to help them attain their financial goals. EXPLORE THE TOOLKIT

July is Disability Pride Month

Foster an inclusive environment with our ready-to-use resources, so that every employee can make progress on their financial future with confidence. SEE THE RESOURCES

2026 fiduciary calendar

Keep track of common tasks and deadlines to support your fiduciary duties. VIEW IMPORTANT DATES

Missed a month of Your Fidelity Connection?
January 2026 February 2026 March 2026 April 2026 May 2026

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.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. Fidelity Distributors Company LLC, 500 Salem Street, Smithfield RI, 02917
© 2026 FMR LLC. All rights reserved.

795249.115.1