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National Business Group on Health Honors Fidelity for Exemplary Wellness Programs for Employees
[June 25, 2014]

National Business Group on Health Honors Fidelity for Exemplary Wellness Programs for Employees

WASHINGTON --(Business Wire)--

The National Business Group on Health (NBGH), a non-profit association of large U.S. employers, today honored Fidelity Investments with its top award for exemplary workplace well-being programs that are highly utilized by the firm's many employees and their families.

"We are very pleased to honor Fidelity for its dedication to providing programs that encourage wellness and healthy lifestyles for their employees and families," said Brian Marcotte, President and CEO of the National Business Group on Health. "Fidelity is among an elite group of organizations that are leading the way to promote healthy workplaces and lifestyles. Fidelity and its management team should be proud of their efforts and we congratulate them on receiving this award."

Fidelity's program, Well for Life, features a number of on-site resources to make it even easier for employees to strive for health and wellness, including healthy dining options, fitness centers, health and wellness centers, free health screenings and annual benefit fairs.

In addition, Fidelity offers market-leading health and wellness programs and benefits, including comprehensive health care plans, health savings accounts, flexible spending accounts, and an incentive program that helps engage associates and their eligible dependents in healthy activities.

"Fidelity is deeply committed to helping our employees and their families lead healthy lives - both inside and outside the workplace," said Jennifer Hanson, Senior Vice President for Benefits at Fidelity Investments. "We're a business that depends on data and research to shape our expertise and insights and to influence our investments. We know that investing in our associates' well being reaps strong returns for the long-term health of our people, their families and our company."

Fidelity and other award-winners were recognized at a Leadership Summit held today in Washington, D.C. Winners of the "Best Employers for Healthy Lifestyles®" awards were honored n one of two categories: Platinum, for exemplary workplace well-being programs, cultures and results; and Gold, for making cultural and environmental changes and developing comprehensive programs that support employees' healthy lifestyle goals.

Fidelity received a Platinum Award for its corporate wellness programs, making this the second year that the company has received a Healthy Lifestyles® award. (In 2013, Fidelity received Gold.) Now in its 10th year, the awards recognize employers that have responded to the urgent need to improve their employees' health, productivity and quality of life.

Fidelity also received the Best Communications Tactics Award, a special designation given to one company each year, recognizing comprehensive and engaging health and wellness communications that help establish a culture of wellness.

Unrelated to this award, Fidelity and the NBGH partner on a survey each year to analyze the growth of corporate health improvement programs designed to help employers create a healthier workforce and manage their corporate health care costs. This year's survey of employers (February 2014) found that, addition to increasing the average amount spent per employee, most companies view wellness programs as an essential part of their benefits program.

About Fidelity Investments

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: from 23 million people investing their own life savings, to 20,000 businesses needing help managing their employee benefit programs to 10,000 advisors and brokers needing technology solutions to invest their own clients' money. Privately held and with 40,000 employees around the world, Fidelity is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products.

As of May 31, 2014, the company held assets under administration of $4.8 trillion, including managed assets of $2.0 trillion; it is one of the largest mutual fund companies in the U.S. and the No. 1 provider of both workplace savings plans and Individual Retirement Accounts (IRAs). For more information about Fidelity Investments, visit

About the National Business Group on Health

The National Business Group on Health is the nation's only non-profit, membership organization of large employers devoted exclusively to finding innovative and forward-thinking solutions to their most important health care and related benefits issues and to being the voice for large employers on national health care issues. The Business Group, whose 392 members include 69 of the Fortune 100, identifies, develops and shares best practices in health benefits, disability, health and productivity, related paid time off and work/life balance issues. Business Group members provide health coverage for more than 55 million U.S. workers, retirees and their families. For more information, visit

Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917

Fidelity Investments Institutional Services Company, Inc.,
500 Salem St., Smithfield, RI 02917

© 2014 FMR LLC. All rights reserved.


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