Your Fidelity Connection

News & Insights for HR & Benefits Leaders


Women Talk Money is back!

March's Key Date(s):

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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.
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TECHNOLOGY & INNOVATION

EFT Updates for cash outs

We’re modernizing the way your participants receive their money from automatic payments and cash outs.
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TRENDING INSIGHTS

Client Case Study: Providence Caregiver Resource Groups (CRGs)

This case study highlights strategies used by Fidelity and Providence to address the needs of caregivers and improve the financial wellness of unengaged employees.
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The Future of Student Debt

Discover how the latest policies can help alleviate the financial strain your employees carry. LEARN MORE

LEGISLATIVE & REGULATORY

SECURE 2.0 Guide update

The SECURE 2.0 Guide has been updated for 2025 with the latest on key provisions including Roth Catch-Up, the annual paper statement requirement, and much more. LEARN MORE

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
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October 2024 November 2024 December 2024 January 2025 February 2024

1Employee Benefit Research Institute and Greenwald Research, 2023 Workplace Wellness Survey of 1,505 U.S. employees.

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

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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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