Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Q2 2026 Building Financial Futures report is here

September's Key Date(s):

Now Available:
VIEW FIDUCIARY CALENDAR

Explore the latest insights and analysis across the employee benefits and retirement savings industries. VIEW THE REPORT 

TRENDING INSIGHTS

Addressing substance use issues in the workforce

The effects of substance use can ripple across organizations. Employers need to know what’s at stake, including productivity, higher health care costs, and employee well-being, and how to respond. READ THE INSIGHTS

Plan ahead with the Annual Retiree Health Care Cost Estimate

Help employees prepare for future health care expenses and build the financial flexibility to support the retirement they envision. LEARN MORE

2025 Annual Enrollment findings

Learn how offering guidance, clarity, and connected benefits creates a more effective enrollment experience— and increases employee confidence. EXPLORE THE FINDINGS

WEBINARS

Replay: Softening the blow—Strategies for reducing health care costs

Rising health care costs are putting pressure on employers, employees, and retirees. Watch the replay for effective strategies to reduce the impact of health care costs. WATCH THE REPLAY

KEY DATES

Women Talk Money: Fall Event Series starting October 14

Help your employees save, invest, and plan for their goals as their lives evolve. DOWNLOAD THE TOOLKIT

National Hispanic American Heritage Month starts in September

Check out our educational tools and resources to acknowledge your employees’ unique needs and help promote financial wellness. LEARN MORE

Veterans and Military Families Month is coming in November

Check out our resources to help foster an inclusive, empowering environment and plan for a better financial future. EXPLORE RESOURCES

2026 Fiduciary Calendar

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

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January 2026 February 2026 March 2026 April 2026 May 2026 June 2026
July 2026 August 2026

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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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