Building financial futures across America

Fidelity’s “Building Financial Futures” is our quarterly analysis based on more than 30 million accounts across Fidelity Investment’s retirement savings platform. It provides valuable insights into benefits trends, employee savings behaviours, and scheme design within the US retirement landscape.

In this edition, we highlight key developments in the benefits landscape in 2024 and identify top trends to watch in the coming year. Additionally, we delve into employee savings behaviours and plan design trends, with a special emphasis on smaller businesses.

Download the full report to gain a comprehensive understanding of the trends and behaviours we’ve identified this quarter. By following the link, you will be taken to fidelityworkplace.com. This website is subject to separate terms and conditions.

Read the report