Fidelity Goal Boostersm Engagement Toolkit
Help employees start and build their emergency savings and other non-retirement savings goals with Fidelity Goal Booster.
If you currently do not offer Fidelity Goal Booster to your employees, contact your Fidelity Managing Director to learn more.
Consider if you would like to use marketing materials that focus on a specific savings goal:
Or if you’d like to feature the full range non-retirement savings goals in Goal Booster at https://fidelity.com/goalbooster.
Employee-Facing Marketing Materials
Goal Booster Emergency Savings
We’ve put together a collection of our most popular materials to help you get started promoting Goal Booster Emergency Savings digitally and in your on-site communications. Digital signs and print posters here drive employees to https://fidelity.com/emergencysavings, which is a streamlined path to an emergency savings goal.
Goal Booster for Savings Goals
Promote the range of non-retirement savings goals available in Goal Booster using these materials. Digital signs and posters here drive employees to https://fidelity.com/goalbooster, which is the main point of entry to Goal Booster. This path features a variety of savings goals, including saving for a home, a vacation, a growing family, a new car, and other important life milestones. Emergency Savings and College Savings are also available for employees to select from this path.
Goal Booster College Savings
We’ve applied the same great end-to-end goal management experience that we’ve created for other savings goals to college savings. For the college savings goal type in Goal Booster, employees are guided through 529 plan information to help them determine if this type of an account is a fit for their college savings goal. Digital signs here drive employees to https://fidelity.com/goalboostercollege.
Employee Videos
Emergency Savings-Focused Video
URL: https://www.fidelity.com/go/goalbooster
Encourage your employees to start and save in an emergency fund with this ~1 minute video. The above URL can be shared with employees and embedded in participant-facing materials.
Video Series: Fidelity’s How You Money
URL: https://site-63293249.bcvp0rtal.com/
Provide your employees access to an engaging and informative video series from Fidelity. How You Money is a set of hosted videos on topics from emergency savings to tackling debt and money fundamentals.
Employer Materials
Goal Booster - Goal Learnings to Date
Single page overview of Goal Booster savers, how much they are saving on average, what they are saving for, and more.