Fidelity Goal BoosterSM | Payroll Integration

Employee engagement ideas for employers who complete the payroll deduction integration with Goal Booster, enabling easier goal funding.

Goal Booster’s payroll integration allows forward-thinking employers to help make it easier for their employees to save for important goals outside of retirement, including emergency savings. This integration also enables employers to help fund their employees’ goals.

Fidelity Goal Boostersm Plan Sponsor Overview
This short set of slides explains how Goal Booster works in more detail, including the payroll integration.

*NEW* Fidelity Goal Booster payroll integration launch announcement If you are a client who has recently finished integrating your payroll system with Goal Booster, we encourage you to talk to your Communications Consultant about leveraging a new launch email. Simply select the date you’d like to announce this enhancement with your employees and we can release an email campaign on your behalf. Click here to learn more about the campaign and review the email samples.

Employee engagement toolkit
Please note that these materials are only for use with employers who have completed payroll integration with Goal Booster.

Download and use the following materials to help drive awareness and engagement with Goal Booster. These communications highlight the ease of creating and funding a goal directly from the employee’s paycheck.

GoalBooster_Poster

Image is for illustrative purposes only.

What's in the toolkit:

Launch email Use this email template to share the new capability with your employees.
Download now
Reminder email Optional reminder email template to use with employees 60 to 90 days after releasing the launch email.
Download now
Digital signage Electronic poster for use on office screens.
Download now | Download in Spanish
Poster (option 1) Poster for use on intranet sites (electronically) or in break rooms (printable).
Download now | Download in Spanish
Poster (option 2) Poster for use on intranet sites (electronically) or in break rooms (printable).
Download now | Download in Spanish
Sample newsletter language Share the news of this Goal Booster capability in your company’s internal communications.
Download now | Download in Spanish
Sample NetBenefits notifications Sample messaging for use on NetBenefits.com or internal intranet sites.
Download now | Download in Spanish
Employee guide to setting up an emergency savings goal Step-by-step guide that outlines the process an employee follows to create an emergency savings goal (including account opening and funding).

To promote ongoing usage of Goal Booster with your new hire and tenured employees who have not yet created a goal, we also encourage you to talk to your Communications Consultant about enabling the annual Goal Booster ongoing awareness email trigger. Click here to learn more about the campaign and review email samples.

Additional Goal Booster employee promotional materials are available in the general Goal Booster employee engagement toolkit (these materials do not include reference to payroll integration).

AVAILABILITY

  • Any employer who has turned on Financial Wellness can enable Goal Booster as a point solution today. Employers who are interested in learning more about the payroll integration in Goal Booster should contact their Fidelity account team.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting or otherwise using the Fidelity prepared communications attached here and on behalf of such organization accept these terms and conditions on behalf of the organization located at http://go.fidelity.com/TermsForClientUsage.

For plan sponsor and investment professional use only.

Fidelity Goal Booster is a service mark of FMR LLC.

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