Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Help navigate through benefit choices

June’s Key Date(s):

Now Available:

VIEW FIDUCIARY CALENDAR

Preparing for annual enrollment doesn’t have to be overwhelming. Our annual enrollment guidebook and checklist are some resources that can help your employees make confident decisions.

EXPLORE RESOURCES AND INSIGHTS HERE

TRENDING INSIGHTS

Roth catch-up resource center

Resources for employers, including frequently asked questions, an implementation timeline, and regulatory guidance updates.
LEARN MORE

Regulatory Roundup: The state of student debt

We unpack the latest legislation and updates surrounding student debt and what they could mean for employers and employees alike.
WATCH HERE

WEBINAR & EVENTS

Come see Fidelity at HR Tech, Booth 7300!

Join us at HR Tech in Las Vegas, September 16-18 to learn how we are bringing benefits to life. Use the code 10048 and link below for $250 off your registration. REGISTER HERE

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 Q2 2025
Missed a month of Your Fidelity Connection?
September 2024 October 2024 November 2024 December 2024 January 2025
February 2025 March 2025 April 2025 May 2025 June 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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