Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Q’1 2025 Building Financial Futures
now available

June’s Key Date(s):

Now Available:

VIEW FIDUCIARY CALENDAR

Discover the most recent retirement trends with quarterly analysis on employee savings and plan design. READ HERE

ENGAGING EMPLOYEES

Ready for annual enrollment?

Annual enrollment season will be here before you know it. Start off strong with tools, tips, and resources designed to help your workplace lead the pack.
LEARN MORE

TRENDING INSIGHTS

3 ways to improve benefits satisfaction

This 3-step approach can improve benefits satisfaction among your employees and drive your organization’s success
LEARN MORE

Client case study

Hear from Whole Foods employees how Fidelity Goal Booster helped them be better prepared for financial emergencies.
WATCH HERE

EXPLORING INNOVATIONS

Enhancements coming your way

We are enhancing the PSW experience—learn more about the contribution center and the new participant data maintenance center.
LEARN MORE

LEGISLATIVE & REGULATORY

Quarterly Legislative and Regulatory Spotlights

In case you missed it, here’s Fidelity’s quarterly newsletter highlighting the latest legislative insights and other important updates.

Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025
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July 2024 August 2024 September 2024 October 2024 November 2024
December 2024 January 2025 February 2025 March 2025 April 2025

*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.

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.
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