Latest News

Fidelity PerspectivesHSA Healthy Habits: HSA Spending vs. HSA Savings

The latest from our HSA Healthy Habits series—this new infographic, designed to be used with your client’s employees, shows how out-of-pocket qualified medical expenses can be paid via HSA accounts while taking advantage of HSA tax savings.... Read More

Regulatory and Legislative UpdatesACA Reporting Obligations Clarified in Final Regulations

On March 5, the U.S. Department of the Treasury and the IRS released final regulations on employer and insurer reporting obligations under the Affordable Care Act (ACA). These regulations will help determine employer penalties, as well as individual subsidies available under health care reform.... Read More

Fidelity PerspectivesNew Behavioral Research Shapes Enrollment Innovation

Fidelity’s new behavioral research helps eradicate the old enrollment mentality – and paves the way for our new EasyEnroll experience. Our infographic reveals the insights behind the innovation – and shows that it can help participants contribute more, right from the start.... Read More

Regulatory and Legislative UpdatesDoL Releases Proposal on Plan Sponsor Guide

The U.S. Department of Labor (DoL) released a proposed rule that would require service providers to supply plan fiduciaries with a guide related to the service providers' compensation and services, but only if current 408(b)(2) disclosures are contained in multiple or lengthy documents. ... Read More

Fidelity PerspectivesAn Outcomes-Based Approach to DC Plan Design

The fundamental outcome of a DC plan is to ultimately generate retirement income. Yet the vast majority of sponsors do not have awareness of the level of retirement readiness that their DC plans could provide. Now sponsors are beginning to think about how their retirement plans could be designed to target a percentage of an average earner’s final pay.... Read More

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