As part of its long-standing commitment to supporting employers across the country, Fidelity Investments® today released two 2025 Workplace Outlook reports designed to capture the most current information and trends driving the development and success of America’s workplace benefits programs. As one of the nation’s largest workplace benefit providers, the report insights will help leaders and decision makers in the workplace make more nimble and informed decisions when facing change, using the latest in Fidelity trends data.
Perspectives for Investment Decision Makers: this report provides retirement plan investment decision-makers details about some considerations they may need to take into account to achieve and maintain balance in the face of changes taking place in the economic, geopolitical, and capital market environments, as well as the demographic composition of the workforce. The report is focused on five areas:
- Maintaining equilibrium amid capital market and workforce demographic shifts;
- Defined contribution (DC) plan trends to watch;
- A spotlight on Target date funds (TDFs);
- How defined benefit (DB) decision-makers can seize the opportunity to de-risk their plans;
- Legislative and regulatory outlook.
Perspectives for Talent and Benefits Leaders: this report is designed to help HR leaders make more informed and data-driven decisions by leveraging the latest research from Fidelity. The report addresses four main areas that impact workplace decision-making and provide insights, implications, and recommendations for a total rewards strategy:
- Navigating shifting expectations in the workplace;
- What’s trending in total rewards;
- A spotlight on improving retirement readiness and financial security in underserved communities;
- Legislative and regulatory outlook.
“Employers today often feel like they are asked to hit a constantly moving target. In an era where uncertainty is the new norm, organizations need to understand the factors at play and how they can be leveraged to inform more strategic approaches to support priorities,” said Jason Jagatic, vice president, Global and Workplace Thought Leadership. “Through this comprehensive look at the challenges facing the industry as a whole, and the insights uncovered in the latest Fidelity research, we are hoping to help today’s leaders make more informed and data-driven decisions.”
These reports bring together insights from more than 43 million Fidelity plan participants and more than 26,000 employer relationships, and combine it with insights from Fidelity experts in asset management, behavioral science, benefits trends and more, to bring a robust perspective on the state of workplace today.
To view the contents of both reports in their entirety, go here.
About Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.8 trillion as of September 30, 2024, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 75,000 associates across the United States, Ireland, and India. For more information about Fidelity Investments, visit https://www.fidelity.com/about-fidelity/our-company.
Fidelity Investments and Fidelity are registered service marks of FMR LLC.
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