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Fidelity PerspectivesAnnual Increase Program Helps “Step Up” Savings

Recent Fidelity analysis shows the impact that Annual Increase Programs (AIPs) have on participant savings and the story is great! AIPs are responsible for half a million deferral increases in the past year, helping participants to meet their target savings levels. ... Read More

Regulatory and Legislative UpdatesDOMA Application Not Retroactive, Says IRS

Following up on the Supreme Court decision striking down the definition of “marriage” and “spouse” in the federal Defense of Marriage Act, the Internal Revenue Service issued Notice 2014-19 regarding the retroactivity of the June 26, 2013, ruling. ... Read More

Fidelity PerspectivesWellness and Health Improvement Efforts Here to Stay

For the fifth year, Fidelity and NBGH have analyzed the impact of health improvement programs on large employers across the country. Employers have deepened their commitment to wellness programs, regard them as an essential part of their benefits strategy, and are taking a broader view of health improvement through the lens of well-being and productivity. ... Read More

Plan For LifePlan Sponsors Inspire Their Employees to Take Action during America Saves Week

The results are in! America Saves Week inspired 25,000 employees to increase their contributions. ... 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

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