Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Preparing for Annual Enrollment

August's Key Date(s):

Now Available:
VIEW FIDUCIARY CALENDAR

Support employees during enrollment with guidance to help them evaluate their options and choose the benefits that best meet their needs. VIEW THE GUIDE

TRENDING INSIGHTS

The rise of retirement income in DC plans

Why retirement income is becoming a growing priority for plan sponsors as they seek ways to support participants throughout their retirement journey and what’s next. GET THE INSIGHTS

Helping employees embrace health savings accounts (HSAs)

Explore best practices and actionable strategies for helping employees understand the benefits of HSAs and and eligible health plans. LEARN MORE

How broad-based equity drives performance

Learn how long-term incentive programs (LTIPS) can strengthen employee ownership and drive positive financial performance, according to recent Fidelity and Equilar research. EXPLORE THE FINDINGS

WEBINARS

Policy30: Washington and the markets replay

Missed the latest Policy30 webinar? Watch the discussion on the policy and market implications of regulatory changes in Washington. WATCH NOW

KEY DATES

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

Coming soon: Women Talk Money fall event series

Join Mariska Hargitay, Illona Maher and Fidelity pros during the Woman Talk Money fall event series starting October 14. Check back next month for more details!

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

Please note, participant resources are not applicable to individuals outside the U.S.

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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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