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.
Use the tools below to help your employees start saving for the unexpected, and for their other short-term goals. First, decide if you will encourage the use of our short-term savings path, which features a number of short-term goal types, or if you prefer to direct your employees to our “Rainy Day” goal type, a streamlined path for emergency savings. We have tools below for both experiences in Goal Booster.
Download our “Promotion in a Box” to get started.
We’ve put together a collection of our most popular promotional materials to help you get started promoting Goal Booster digitally and on-site.
Promotion in a Box Marketing Materials for Emergency Savings
Digital signs and posters here drive employees to https://fidelity.com/emergencysavings, which is a streamlined path to an emergency savings goal
Digital signs and posters here drive employees to https://fidelity.com/goalbooster, which is the main point of entry to Goal Booster, featuring a variety of short-term savings goals, including saving for a home, a vacation, a growing family, a new car, and other important life milestones.
Employee Materials
Goal Booster Employee Communications Overview
A quick overview of the materials available for download below as you plan your communications.
Goal Booster Employee Explainer Video
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.
Emergency Savings-Focused Video
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
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.
Print-on-Demand Posters, Bathroom Signs, and Paycheck Stuffers
Engage employees on site and in high visibility places with these easy-to-print signs and paycheck stuffers promoting Goal Booster for general or emergency savings.
Digital Signs
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.
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.