Benefits that BeneFIT Fidelity Investments

In this hot job market, employees are in the power seat. Fidelity research shows they’re looking for something different. Fidelity surveyed workers and found that they want higher pay, are looking for purpose-driven work, are responding to what they see as a "breakdown" in the employer relationship, and are peeking over the fence to see what’s out there.¹  
In the last episode of the Benefit that BeneFIT podcast, Andy Welt, SVP, Broad Based Rewards Practice Leader, and Kate Van Hulzen, SVP of Fidelity Workplace Consulting, joined forces to explore the value of benefits today. They discussed how the value of benefits is changing, how talent management pain points are sparking new ideas and innovation, and what this means for the future of Total Rewards.  
Listen to learn: 
How you can tackle work/life balance challenges  What employees want from their workplaces How to use the four pillars of the “Total Rewards Renaissance”  Why you may need to revisit your benefits packages How certain benefits can drive desired outcomes  
Visit our website to learn more about how you can transform your benefits strategy to meet your employees’ evolving needs. 
Disclaimer: 
Information provided in the podcast is general in nature, is provided for informational purposes only, and should not be construed as investment or tax advice. Views and opinions of the individuals noted are expressed as of the date of the recording, and do not necessarily represent the views of Fidelity Investments. Any such views are subject to change at any time based on market or other conditions. Fidelity Investments disclaims any liability for any direct or incidental loss incurred by applying any of the information in this podcast. Consult your tax or financial advisor for information concerning your specific situation. This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service. This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC. The trademarks and service marks appearing herein are the property of their respective owners.  
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 
© 2022 FMR LLC. All rights reserved. 
1053449.1.0 

Employers are facing a complex array of challenges and competing priorities—from implementing new technologies to fostering employee well-being and engagement, while embracing flexibility and integrating diversity and inclusion into benefits and the workplace culture. These challenges are intensified when managing a multinational, multicultural and multigenerational workforce. Discover how global talent and benefit leaders have a unique opportunity to support a new Employee Value Proposition (EVP) that gives employees the benefits, rewards, workplace culture and experience they really want—and amplifies your organization’s brand in a noisy, cluttered and competitive talent market. 
Sarah Raposo, Director of Behavioral Research at Fidelity Investments, and Nigel McNeil, VP of Fidelity Workplace Consulting, explore this idea in Episode 3 of Benefits That BeneFIT podcast. 
Listen to learn: 
Why building authentic relationships is key to retaining talent What unhealthy relationships in the workplace look like How workplaces affect our emotional bank accounts The top predictors of high turnover What employees really want from a workplace How employee benefits affect retention What leaders can do to keep employees happy  
Visit our website to learn more about how you can transform your benefits strategy to meet your employees’ evolving needs. 
Disclaimer: 
Information provided in the podcast is general in nature, is provided for informational purposes only, and should not be construed as investment or tax advice. Views and opinions of the individuals noted are expressed as of the date of the recording, and do not necessarily represent the views of Fidelity Investments. Any such views are subject to change at any time based on market or other conditions. Fidelity Investments disclaims any liability for any direct or incidental loss incurred by applying any of the information in this podcast. Consult your tax or financial advisor for information concerning your specific situation. This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service. This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC. The trademarks and service marks appearing herein are the property of their respective owners. 
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 
© 2022 FMR LLC. All rights reserved. 
1053449.1.0

Financial wellness programs have historically been created based on the goals, needs, and aspirations of the cultural majority, but what happens as the cultural majority changes? In order to build trust and engage authentically with increasingly diverse workforces, we must track evolving financial priorities and reimagine traditional approaches to financial wellness.  
In Episode 2 of the Benefits that BeneFIT podcast, Nancy Kwan, Head of Financial Wellness, joins Katie Riley, Director of Thought Leadership, and Sarah Raposo, Director of Behavioral Research at Fidelity Investments. They discussed cross-cultural research on key inclusive drivers of financial wellness. They also talked about what employers and financial firms can do to support employees’ financial wellness and continue efforts to reduce disparities in well-being. 
Listen to learn: 
How financial wellness ties into employee retention How culture, identity, and experience influence financial decisions Why good financial education alone doesn’t always improve financial wellness The 12 key drivers of financial wellness Why a combination of education and confidence is key How to forge a more inclusive benefits package that sets you apart  Employee benefits and their impact on trust and retention What employers can do to support their employees What benefits are most valued across different demographics  
Visit our website to learn more about how you can transform your benefits strategy to meet your employees’ evolving needs. 
Disclaimer: 
Information provided in the podcast is general in nature, is provided for informational purposes only, and should not be construed as investment or tax advice. Views and opinions of the individuals noted are expressed as of the date of the recording, and do not necessarily represent the views of Fidelity Investments. Any such views are subject to change at any time based on market or other conditions. Fidelity Investments disclaims any liability for any direct or incidental loss incurred by applying any of the information in this podcast. Consult your tax or financial advisor for information concerning your specific situation. This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service. This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC. The trademarks and service marks appearing herein are the property of their respective owners. 
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. 
© 2022 FMR LLC. All rights reserved. 
1053449.1.0 

How can employers transform their benefits packages to meet employees’ evolving needs? It’s an increasingly important question in the era of The Great Resignation. With people leaving their jobs at the highest rate in the past two decades, many companies are struggling to fill roles, which has wider effects on the business. 
To discuss what the data tells us about employees and what drives them to action, Kirsten Hunter Peterson, VP of Thought Leadership at Fidelity Investments, joins Episode 1 of the Benefits that BeneFIT podcast series.
Listen to learn:
The three types of people resigning the mostWhy people are looking for more flexibilityWhat the different types of ‘reshufflers’ areWhy people are reprioritizing their wellbeingHow burnout was already a big problem before the pandemicWhy higher pay isn’t the only solution to the talent shortageHow employee benefits can improve workplace cultureWhich benefits retain and attract talent
Visit our website to learn more about how you can transform your benefits strategy to meet your employees’ evolving needs.
Disclaimer:
Information provided in the podcast is general in nature, is provided for informational purposes only, and should not be construed as investment or tax advice. Views and opinions of the individuals noted are expressed as of the date of the recording, and do not necessarily represent the views of Fidelity Investments. Any such views are subject to change at any time based on market or other conditions. Fidelity Investments disclaims any liability for any direct or incidental loss incurred by applying any of the information in this podcast. Consult your tax or financial advisor for information concerning your specific situation. This podcast is intended for U.S. persons only and is not a solicitation for any Fidelity product or service. This podcast is provided for your personal noncommercial use and is the copyrighted work of FMR LLC. You may not reproduce this podcast, in whole or in part, in any form without the permission of FMR LLC. The trademarks and service marks appearing herein are the property of their respective owners.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.
© 2022 FMR LLC. All rights reserved.
1053449.1.0

Benefits that BeneFIT podcast offers a unique perspective and valuable insights for business leaders, employers, and organizations to help them navigate the ever-evolving relationships between employers and employees.
For years, employers created benefits programs to suit their business goals and to boost retention, improve recruitment, and support the financial well-being of employees. But what worked in the past doesn’t necessarily fit today. Coming out of the ‘Great Resignation,’ employers need to offer benefits that are made to truly beneFIT — the changing needs of employees and their workplace goals.
Tune in to learn more about how you can shape your benefits strategies to fit the needs of your workforce today.