1. Fidelity Center for Applied Technology research, April 2020.
2. Ibid.
3. Fidelity Investments Workplace Investing, June 2020. Supporting Mental Health in the Workplace. Data: Fidelity Investments 2020 Health and Financial Preparation During a Crisis, a nationwide online survey of ~1,000 people using a nationally representative sample. Survey was fielded by a third-party research firm, not legally affiliated with Fidelity, once April 2 (with 1,004 respondents) and again on May 11 (1,002 respondents).
4. Ibid. Note: data features new analysis by the WI research team.
5. Fidelity Investments Workplace Investing, May 2020. Millennials and Gen Z in a Time of Crisis, Fidelity Investments 2020 Health and Financial Preparation During a Crisis, an online survey of ~1,000 people using a nationally representative sample. This survey was fielded by a third-party research firm, not legally affiliated with Fidelity, once April 2 (with 1,004 respondents) and again on May 11 (1,002 respondents). Generations are defined as follows: Millennials and Gen Z refers to survey participants under age 35, Generation X refers to those ages 35-54, and boomers refers to those age 55 and older.
6. Fidelity Investments Workplace Investing, April 24, 2020. COVID-19: Emerging Trends in Health and Wellness. Based on 97 participant survey responses during a Fidelity Investments April 14, 2020 plan sponsor webinar on health & welfare benefits.
7. Ibid.
8. Fidelity Investments Workplace Investing, July 14, 2020. COVID-19 Influence: Employer Benefits, a Client Panel Survey.
9. Op. Cit., See footnote 6.
10. , December 2018.
11. Eddie Yoon, Fidelity Investments, June 20, 2020. What Covid means for HC Stocks.
12. Ibid.
13. Barron's, May 29, 2020. . New Models of Care, More Aging in Place.
14. Op. Cit., FCAT, April 2020.
15. New York Times, April 7, 2020. .
16. Op. Cit., FCAT, April 2020.
17. Nidhi Gupta, Fidelity Investments, July 6, 2020. Two Technology Megatrends I Think are Here to Stay.
18. Daniel Kelley, Fidelity Investments, July 13, 2020. Is the Working from Home Trade Over?
19. Ibid.
20. Forbes, July 21, 2020. .
21. World Economic Forum. April 29, 2020.
22. S&P Global, Feb. 24, 2020.
23. Research industry note from Fidelity ESG team, June 12, 2020. Sustainability is not a Nice To Have But a Business Imperative and Other Thoughts from MS ESG Conference."
24. Research note from Fidelity ESG team, July 24, 2020. Reducing Inequality: The Business Case, Engagement Priorities, and Investment Opportunities.
25. Bureau of Labor Statistics, Aug. 7, 2020. ""
26. Fidelity Investments recordkeeping data, as of June 30, 2020.
27. Fidelity Investments Workplace Investing, April 22, 2020. Leading through Uncertain Times.
28. Fidelity Investments, Jan. 25, 2020. Four Rules of Thumb for Retirement Savings.
29. Wells Fargo, Gallup, June 24, 2020.
30. Ameritrade, June 2020.
31. Johnson, Richard W. 2012. Older Workers, Retirement and the Great Recession. Stanford, CA: Stanford Center on Poverty and Inequality.
32. Data as of December 2016 from the .
33. Federal Reserve Bank of San Francisco, June 2020. .
All research unless otherwise noted is as of Aug. 15, 2020.
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