Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Softening the blow: How employers can reduce rising health care costs

July’s Key Date(s):

Now Available:
VIEW FIDUCIARY CALENDAR

Incremental fixes are no longer enough—here’s how smarter plan design and strategic vendor management can help. FIND OUT MORE

TRENDING INSIGHTS

From insights to impact: 2025 Annual Enrollment findings

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

Unlocking employee loyalty through personalized benefits

How can benefits leaders better engage employees? Fidelity’s Andrew Garstka shares how personalization and life-event curation are transforming benefits. READ THE Q&A

LEGISLATIVE & REGULATORY

SECURE Act and SECURE 2.0 good faith amendment process

Fidelity will be contacting plan sponsors using Fidelity’s preapproved plan document on a rolling basis by plan type. LEARN MORE

ICYMI: Q2 2026 legislative and regulatory spotlight

Missed the latest edition? Stay ahead of legislative updates with insights and resources you can use. READ MORE

ENGAGING EMPLOYEES

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

Look ahead: Cultural and heritage celebrations

September 15−October 15 is National Hispanic American Heritage Month. Check back in August for available resources and ways to engage employees.

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 June 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.

795249.116.1