Fidelity Public Policy
@FidelityPolicy
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Fidelity's voice on matters of policy, government and business to help better serve our customers. For investing and marketing insights, follow @Fidelity
Boston, MA
Joined May 2020
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
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Our latest Policy30 covered the Fed’s interest rate policy, tax reform, trade policy, and more. Listen here:
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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
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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,
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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,
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A recent @ICI survey found 87% of fund investors aged 65 or older support eDelivery. It’s time to make eDelivery the default.
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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
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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
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Cost for Health Care in Retirement Hits $172,500, per Fidelity Report
plansponsor.com
The Retiree Health Care Cost Estimate shows health expenses for retirees up 4.5% since 2024, making HSAs more important than ever.
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We welcome the House’s bipartisan advancement of the CLARITY Act, an important step toward establishing a framework for digital asset regulation. As the bill moves to the Senate, we look forward to continued collaboration with Congress to ensure the U.S. remains the global leader
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Fidelity Investments applauds the US House of Representatives for advancing the GENIUS Act to adopt a regulatory framework for payment stablecoins. It provides flexibility, promotes innovation, and ensures US leadership by establishing clear and comprehensive guardrails that will
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Fidelity Investments applauds the Senate for passing the GENIUS Act with a strong bipartisan vote. This common-sense legislation is a critical step forward to establish a safe, secure, and comprehensive payment stablecoin regulatory framework that will help the United States be a
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Americans Are Saving Almost What They’re Supposed to for Retirement @WSJ
https://t.co/Ax9gl0rlWj
@WSJ
wsj.com
Savings are increasing even though account balances fell in volatile markets earlier this year. Most are staying the course, said Mike Shamrell, vice president at Fidelity Investments, which released...
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We applaud the bipartisan re-introduction of the Improving Disclosure for Investors Act in the Senate. The bill directs the SEC to make eDelivery the primary way to receive disclosures, with significant investor protections in the transition. eDelivery has been shown to be a more
thinkadvisor.com
The legislation requires the SEC to write a rule allowing financial firms to deliver documents in digital format.
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Although retirement savers experienced a drop in average balances in Q1, primarily as a result of market swings, savings rates remained consistent – and even increased to a record high for 401(k)s. https://t.co/6ygaVVHy2h
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Fidelity Investments commends Reps. Bill Huizenga and Brad Sherman for their bipartisan leadership to re-introduce the Improving Disclosure for Investors Act (H.R. 2441), which would modernize the SEC's default investor communications standard from paper to electronic delivery
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Fidelity Investments supports the Senate’s common-sense stablecoin legislation. The GENIUS Act is an important step forward to establish a safe and secure payment stablecoin framework that will help the United States be a global leader in digital assets. Fidelity looks forward to
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Katie Beirne Fallon, @Fidelity, discussed the GROWTH Act, which she said would "simply get rid of the surprise capital gains tax that mutual fund investors are subject to when they continue to hold the fund—and defer that tax to when they sell their funds, which would accrue more
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The bipartisan Improving Disclosure for Investors Act, would direct the SEC to make electronic delivery (eDelivery) the default means for delivering investor communications. It’s long past time to enable investors to receive information in a more timely, effective, and secure
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