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
- Tweets1.2K
- Following1.1K
- Followers4.2K
- Likes115
Fidelity Investments applauds the @USTreasury and the @IRSnews for taking an important step toward modernizing retirement rollovers through Notice 2026-49. This is an opportunity to move toward a fully digital, institution-to-institution rollover system that reduces participant burden, keeps savings invested, protects against check fraud, and makes it easier for Americans to consolidate and grow their retirement assets.
Fidelity Investments applauds Senators @SteveDaines @SenatorTimScott @berniemoreno and @SenLummis for introducing the Aligning Digital Assets with Principles of Taxation Act (ADAPT) and appreciates the effort to advance a more practical and predictable tax framework for digital assets. Clear and workable tax rules are essential to fostering innovation, supporting responsible user adoption, and strengthening the United States' position as a leader in the evolving digital asset marketplace. Fidelity looks forward to engaging with the Senate Finance Committee as this important legislation moves forward.
Fidelity Investments commends @SECPaulSAtkins @HesterPeirce & @MarkUyedaUS for advancing Regulation E-Delivery, a transformative modernization initiative that would empower investors with a more timely, accessible, and secure communications experience across the integrated digital channels they increasingly prefer.
Fidelity applauds the @USDOL & @Sonderling47 for advancing a commonsense proposal to expand default electronic delivery for group health plan disclosures. This proposal would help ensure participants receive important information through secure channels they use every day, improving the likelihood that disclosures are reviewed and acted upon.
Fidelity Investments supports H.R. 10357, the Digital Asset Tax Certainty Act, and commends @RepJasonSmith and the bipartisan work of the @WaysandMeansGOP and @WaysMeansCmte for advancing legislation that would bring much-needed tax certainty to digital assets. By establishing clear rules for taxpayers and reducing barriers to innovation, the bill would support U.S. competitiveness and the continued growth of the digital asset ecosystem. Fidelity looks forward to working with the Committee to advance a modern tax framework for digital assets.
Fidelity urges Senate passage of the CLARITY Act. The time is now for clear rules of the road that are essential to strengthening investor confidence, providing certainty for market participants, and reinforcing U.S. leadership in global digital asset markets.
We commend the @USDOL for issuing a proposed rule that would make electronic delivery (eDelivery) the primary method for distributing information for health and welfare plans. This commonsense modernization builds on the Department's earlier decision to make eDelivery the default for retirement plan communications and would provide critical information in a more timely and secure manner. We look forward to seeing this proposal—and related efforts from @SECGov — move toward finalization.
Fidelity enjoyed visiting with @Sen_Alsobrooks this week to discuss issues of importance to investors and her Maryland constituents. Our Maryland-based financial advisors provided their unique perspective on the clear need to pass the bipartisan GROWTH Act to provide parity for mutual funds with other financial products.
Fidelity applauds the @SECGov for releasing a proposed rule that would transition the default method for delivering investor communications from paper to electronic delivery (eDelivery). We have long believed that eDelivery is a more timely, engaging and secure manner for investors to access critical information, and we look forward to working with the SEC to finalize this important reform. @SECPaulSAtkins @HesterPeirce @MarkUyedaUS
Our latest Policy30 breaks down key developments on Capitol Hill and in the markets. Watch the highlights below.
Today, we are excited to announce plans to enable rollover functionality for Trump Accounts (530A Accounts). Trump Accounts are tax advantaged, retirement accounts for individuals under age 18. Children born between January 2025 and December 2028 will also benefit from a government-sponsored $1,000 initial funding contribution. Fidelity’s ability to support rollover Trump Accounts is pending Treasury guidance. Learn more here: fidelity.com/retirement-ira/…
Fidelity appreciates the opportunity to testify before the @WaysandMeansGOP @WaysMeansCmte today on the clarity needed for digital asset taxation. As digital assets play an increasingly important role in the U.S. financial system, Fidelity applauds the Ways & Means Committee’s focus on modernizing tax law that provides clear and fair rules of the road for digital asset market participants, and we look forward to working with the committee as the legislation advances.
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. about.fidelity.com/data-and-…
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!
Our latest Policy30 covered recent developments in Washington and the implications for the markets. Check out the highlights.
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 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.
Fidelity Public Policy retweeted
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 MyMoney.gov.
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.
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.
