Your Fidelity Connection

News & Insights for HR & Benefits Leaders


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September’s Key Date(s):

Now Available:
VIEW FIDUCIARY CALENDAR

With National 401(k) Day just behind us, it’s a good time to stay focused on the future. Our 2025 Q2 Building Financial Futures report highlights strong savings rates despite rising economic concerns.

MORE INSIGHTS HERE

TRENDING INSIGHTS

Student Debt is impacting retirement readiness

Employers are using student loan benefits to reduce financial stress and boost long-term savings. LEARN MORE

Case Study: Maximizing Savings with auto solutions

Fidelity and Houston Methodist implemented these strategies to help employees increase financial wellness.
SEE DETAILS HERE

3 strategies for better employee health engagement

Support your employees year-round with strategies that engage beyond annual enrollment. LEARN MORE

Fidelity releases 2025 Retiree Health Care Cost Estimate

Health care costs for retirees continue to rise, help your employees make a plan to manage their costs.
LEARN MORE

Preparing for natural disasters: A guide for plan sponsors

Help protect your organization and support your employees before, during, and after a natural disaster.
LEARN MORE

LEGISLATIVE & REGULATORY

The new tax law and what plan sponsors need to know

Here’s what you need to know regarding this legislation that includes a wide range of provisions that directly affect employee benefit plans, healthcare, and executive compensation. LEARN MORE

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*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.

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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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