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.

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

Promotion in a Box Marketing Materials for Short-Term Savings

Individual materials to promote Goal Booster to employees:

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.

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.

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.

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.

Employer Materials

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 of Goal Booster savers, 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.


For plan sponsor use only.

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

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