Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Financial Capability Month and America Saves Week

April's Key Date(s):

Now Available:

VIEW FIDUCIARY CALENDAR

Join the Women Talk Money team and special guests as they share insights that can help turn your employees’ goals into reality. Access insights unique to women and the 2025 Women's History Month toolkit now.
EXPLORE RESOURCES HERE

ENGAGING EMPLOYEES

It’s tax season!

The deadline to file taxes is quickly approaching. Our TurboTax toolkit helps your employees maximize their tax savings and file with confidence.
ACCESS HERE

Gen X is retirement-ready

Your Gen X employees turn 60 this year. Here’s how offering personalized retirement planning services may help them reach their goals.
LEARN MORE

TRENDING INSIGHTS

Workplace Benefits Trends and Insights

The Fidelity 2025 Workplace Outlook reports are here to support workplace talent, benefits, and investment leaders with data-driven analysis and plan guidance.
ACCESS HERE

Global Financial Wellness Report

Insights from Fidelity’s Global Financial Wellness Index, and what employers can learn from these to best support their workforce around the globe.
ACCESS HERE

Financial wellness program case study

Fidelity collaborated with Hershey to create a custom digital experience to help employees tackle their financial goals.
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
Missed a month of Your Fidelity Connection?
May 2024 June 2024 July 2024 August 2024 September 2024
October 2024 November 2024 December 2024 January 2025 February 2025

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
© 2025 FMR LLC. All rights reserved.

795249.100.1