Fidelity Goal Boostersm Engagement Toolkit

Promote Goal Booster’s ability to help employees save for short-term goals, including emergency savings.

Fidelity Goal Booster is a free, digital saving and investing experience designed to help employees save for goals outside retirement, including emergency savings. Its goal-based approach creates clarity and accountability to help savers stay focused.

If you currently do not offer Fidelity Goal Booster to your employees, contact your Fidelity Managing Director to learn more.

Below you will find a suite of materials to help you promote Goal Booster to both current employees and internal stakeholders. If you have questions or comment, please reach out to FidelityGoalBooster@fmr.com.

Materials to promote Goal Booster to employees:

Goal Booster Employee Explainer Video
URL: https://www.fidelity.com/GoalBoosterVideo

This ~2-minute video overview shows how Goal Booster works and how employees can use it to save for their short-term goals, including emergency savings. The above URL can be shared with employees and embedded in participant-facing materials.

Goal Booster Overview Slide Deck for Participants
General slide deck that introduces Goal Booster to employees and gives them a glimpse at the experience. Can be used in participant-facing engagements or presentations.

NetBenefits Banners: Goal Booster Short-Term Savings & Rainy Day
Promote Goal Booster on NetBenefits with two unique banners. One highlights how Goal Booster can help employees save for their short-term goals. Another highlights how Goal Booster can help set up an emergency savings account.

Digital Signage & Banner Ads
Promote Goal Booster to employees on internal digital channels (intranet sites, blogs, social channels, etc.) or within employee environments (cafes, coffee areas, elevators, etc.) where you want to announce and encourage enrollment.

Out of the Box Content for Blog and Newsletter Promotion
Legal approved, ready to use content for clients to use in their own internal blogs or newsletters to promote Goal Booster to employees. Contains specific versions focused on either saving for short-term goals or emergency savings.

Emergency Savings - How Fidelity Can Help You Prepare for the Unexpected One-Pager
PDF overview of the educational resources, online workshops, and flexible products available to employees to help them save for an emergency, including Goal Booster.

Materials to promote Goal Booster to stakeholders / Sponsors:

Business Planning Slides
Two slides, complete with speaker notes, that give a high-level overview of how Goal Booster can help employees save for short-term savings goals and emergency savings.

Goal Booster Plan Sponsor Demo
URL: https://www.fidelity.com/GoalBoosterDemo

This 3:30 minute video provides an overview of what Goal Booster is, how it works, and how it can help employees save for their short-term goals. The above URL can be shared with Plan Sponsors and embedded in sponsor-facing materials.

Goal Booster - Goal Learnings to Date
Single page overview that highlights the demographics of existing Goal Booster users, how much they are saving on average, what they are saving for, and more.

Emergency Savings - How Fidelity Can Help Your Employees Prepare for the Unexpected One-Pager
Overview of the different ways Fidelity can help employees save for emergencies with educational resources, online workshops, and flexible products, including Goal Booster.

Emergency Savings - How Goal Booster Can Help Employees Save for Emergencies One-Pager
Overview that covers how Goal Booster can help employees save for an emergency with its Rainy Day Fast Track—a short-cut for setting, funding, and achieving emergency savings goals.



For general questions or comments about Goal Booster, you can reach out to the team directly at FidelityGoalBooster@fmr.com.

If you currently do not offer Fidelity Goal Booster to your employees and are interested in doing so, contact your Fidelity Managing Director.

For plan sponsor use only.

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

© 2020 FMR LLC. All rights reserved.

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