Fidelity Investments has released its second annual Workplace Outlook report, offering 11 insights for benefits leaders designing plans that support employee financial well-being and employer outcomes. The report examines how employers can address multiple aspects of employee finances amid market uncertainty, rising costs, and regulatory changes, covering topics from enhanced engagement strategies to SECURE 2.0 implications and retirement income solutions.
Jason Jagatic, Vice President of Global and Workplace Thought Leadership, stated that “employers need reliable data and expert insights to make informed benefits decisions.” The analysis draws on insights from 25 million active plan participants and 28,000 employer relationships, addressing themes including optimized employer match contributions, emergency savings through retirement plans, collective investment trusts for cost reduction, and integrated single-provider benefit approaches.