Fidelity Public Policy

Fidelity's voice on matters of policy, government and business to help better serve our customers. For investing and marketing insights, follow @Fidelity

[Fidelity Public Policy @FidelityPolicy]

Record-saving momentum continues in Fidelity’s Q1 2026 Retirement Trends: 401(k)/403(b) savings rates hit new highs (9.6% employee + 4.8% employer). Nearly 1 in 5 savers boosted 401(k)contributions, IRA contribution activity surged to record levels jumping 29% YoY. Meanwhile younger generations are making smart investing decisions as Gen Z is leading IRA growth with total IRA contributions increasing 65% YoY, followed by Millennials with a 31% increase. https://t.co/nVfdrnjI7P

[Fidelity Public Policy @FidelityPolicy]

Thank you to @RepBethVanDuyne for visiting our Westlake, TX campus and discussing the GROWTH Act with Fidelity associates and local financial consultants. Her leadership advancing parity for mutual funds in taxable accounts will lead to savings and investment enhancements for over 40 million Americans nationwide!

[Fidelity Public Policy @FidelityPolicy]

Our latest Policy30 covered recent developments in Washington and the implications for the markets. Check out the highlights.

[Fidelity Public Policy @FidelityPolicy]

Fidelity commends the Senate Banking Committee for advancing the CLARITY Act. The bill provides a balanced approach and, if passed, will offer statutory clarity to digital asset markets, benefiting American investors and helping ensure the U.S. remains a global leader in digital assets.

[Fidelity Public Policy @FidelityPolicy]

Fidelity was proud to participate in the @USTreasury's Financial Literacy Fair last week with school aged kids and Treasury leaders including @SecScottBessant to discuss the importance of financial education and demonstrate our FinEdTech experience with an AI Alexander Hamilton.

[Treasury Secretary Scott Bessent @SecScottBessent]

Financial Literacy fuels the American Dream. It is a foundational skill, similar to reading and writing, which is why we must get our youth engaged and excited to learn from an early age.

I was pleased to join students, educators, and local partners including nearly a dozen financial institutions for a financial literacy fair at @USTreasury to close out Financial Literacy Month. In addition to visiting booths and exhibitions with learning modules, the students in attendance were invited to participate in @Visa’s Financial Soccer game with special guest “coaches,” @TreasurerBeach and Assistant Secretary Luke Pettit.

Under President Trump’s leadership, our Administration is championing financial literacy for all age groups across the country. We are working to ensure that young Americans have the tools to save, invest, and plan for the years ahead—through @TrumpAccounts and many other resources available at https://t.co/dhdLfix3sl.

As we approach our nation’s 250th anniversary, strengthening financial literacy will help expand opportunity and prepare the next generation to build a more prosperous future.

[Fidelity Public Policy @FidelityPolicy]

Jillian Enoch, VP, Public Policy recently spoke at the @InstituteSPARK's Financial Literacy Month luncheon which brought together @USTreasury leadership, policymakers and leaders from across the retirement industry. Jillian highlighted Fidelity's commitment to advancing financial education for all Americans, and the programs we offer that have helped over 700,000 K-12 students nationwide build financial skills.

[Fidelity Public Policy @FidelityPolicy]

Thank you @SecScottBessent. We share the @USTreasury’s commitment to enhancing financial education for all Americans. During National Financial Literacy Month and beyond, we remain focused on empowering the next generation of Americans with the tools and resources they need to build strong financial futures.

[Treasury Secretary Scott Bessent @SecScottBessent]

Financial Literacy Month starts today.

It is my firm belief that Financial Literacy is what fuels the American Dream.

At @USTreasury, we are committed to providing the resources necessary to help jumpstart that journey through https://t.co/HuSxeWp7B7.

We live in the greatest country on earth and at the cusp of the 250th anniversary it is up to each of us to build a better foundation of financial knowledge so that we can ensure that United States thrives for the next 250 years.

Read more on our initiatives here: https://t.co/7KeUgCqmaf

Explore resources: https://t.co/dhdLfixBhT

[Fidelity Public Policy @FidelityPolicy]

Fidelity is proud to be an approved SkillBridge provider, a program to support active-duty military transitioning into civilian careers. Our 12-week fellowship program bridges the gap between military service and corporate readiness by providing business exposure, on-the-job-training, mentorship, and professional development. Join the Fidelity SkillBridge Talent Community to be considered for our second cohort launching May 6: https://t.co/5Hch838eTV

[Fidelity Public Policy @FidelityPolicy]

Fidelity Investments applauds the U.S. House of Representatives for its bipartisan efforts to advance the INVEST Act, H.R. 3383, as the next step in the debate on improving capital markets regulation. In particular, we strongly support the inclusion of the Improving Disclosure for Investors Act of 2025, which would direct the SEC to modernize its rules to make eDelivery the default for investor documents. Transitioning to an eDelivery default would allow investors to receive critical documents in a more secure, immediate, and less wasteful manner.

[Fidelity Public Policy @FidelityPolicy]

A recent ICI survey found 87% of fund investors aged 65 or older support eDelivery of financial documents. It’s time to make eDelivery the default. https://t.co/jAfhgCoKY4

[Fidelity Public Policy @FidelityPolicy]

Fidelity is proud to be named #3 on @Forbes 2025 list of America's Best Employers For Veterans. This recognition reflects our ongoing commitment to supporting veterans and the military community https://t.co/I8PVQ67dhr #FidelityAsssociate

[Fidelity Public Policy @FidelityPolicy]

Our latest Policy30 covered the Fed’s interest rate policy, tax reform, trade policy, and more. Listen here: https://t.co/LacSyxHB7M

[Fidelity Public Policy @FidelityPolicy]

Thank you, Governor @KellyAyotte for stopping by our Merrimack, NH campus for a town hall with our associates. The discussion covered important topics including housing, childcare, education, and the importance of bipartisanship. We appreciate the Governor’s commitment to making the Granite State a great place for our nearly 7,500 associates in New Hampshire to work.

[Fidelity Public Policy @FidelityPolicy]

An @ICI survey found that 88% of investors support an eDelivery default, including 79% of investors who report only receiving paper copies of financial documents. Rules should be modernized to enable investors to receive critical investment information in a more secure, timely, and less wasteful manner. https://t.co/jyUw4U34vu

[Fidelity Public Policy @FidelityPolicy]

Fidelity is proud to be an approved partner of DOD SkillBridge, a program to support active-duty military transitioning into civilian careers. Our comprehensive fellowship program bridges the gap between military service and corporate readiness by providing skills training, business exposure, mentorship, and professional development. The program is for active-duty military personnel transitioning out of service within their final 6 months. Learn more about DOD Skillbridge: https://t.co/YDHAlIirEs

[Fidelity Public Policy @FidelityPolicy]

A recent @ICI survey found 87% of fund investors aged 65 or older support eDelivery. It’s time to make eDelivery the default. https://t.co/jAfhgCod8w

[ICI @ICI]

As Congress & the @SECgov consider changing laws to allow the delivery of financial documents electronically as the default delivery method, ICI conducted a survey on Americans' views on e-delivery. Read the full results here: https://t.co/HsaJ46zbRx

[Fidelity Public Policy @FidelityPolicy]

Fidelity supports the bipartisan effort to pass H.R. 3682, the FSOC Improvement Act of 2025, which would focus FSOC on activities-based regulation to address sources of systemic risk while preserving SIFI designation with appropriate process reforms. This bill would provide durable regulatory clarity to the marketplace to ensure regulatory consistency, coordination, and transparency for all participants