Student Debt Direct Toolkit: resources to drive engagement and enrollment
A suite of materials to help you launch, promote, and leverage your benefit
What is a toolkit?
A toolkit is a suite of materials provided to help plan sponsors promote, launch, and celebrate the Student Debt Direct benefit with current and prospective employees. Toolkit resources include emails, digital signage, flyers, and other information to help engage eligible participants. This page acts as a one-stop shop for all things related to your benefit, from engagement materials to a look inside your employees' experience, as well as links to other helpful tools and PSW pages.
Why should I use the Student Debt Direct toolkit?
Materials in this toolkit help build awareness for your employees about how enrolling will help them pay down their student debt faster.
The sections below outline the flow of your employees’ journey and offer a phased approach:
How do I start?
Click on the links below, download the materials you want to use, and edit the resources as needed. To prepare for launching the benefit, please use the SDD plan sponsor playbook. It provides a step-by-step guide to help you engage your employees and drive usage of this amazing benefit.
Toolkit materials include:
| Announcement |
Yell it from the rooftops! Tell your employees about their great new benefit. The announcement email conveys your commitment to help your employees with their student debt, highlighting the monthly benefit amount and timeline to enrollment. |
| Education |
Help your employees understand the program's basics and how to enroll with an educational email. Set expectations that enrollment will be open soon and loan statements will be needed to receive the benefit. This email links to the Getting Started Guide, which provides details on how the program works and what to expect before enrollment. You can use the email and the guide together or separately. |
| Enrollment |
It's showtime – enrollment is open! We've handled some of the heavy lifting with an invitation and reminder email. The invitation will go to all eligible employees as a part of implementation, but you'll need to request the reminder email. If you prefer to send the reminder email to your employees, you can do that at any point. Download Enrollment Invitation (Fidelity sent)
If you’ve opted into the Student Debt Direct awareness campaign, learn more on the dedicated campaign page. Student Debt Direct awareness campaign If you’ve opted into the Student Debt Direct abandonment campaign, participants that begin enrollment but do not complete will receive an email message encouraging them to complete their enrollment. Learn more on the dedicated campaign page. Student Debt Direct abandonment campaign Ensure maximum engagement by using digital signage and bricklets. You can place the signage on your intranet site, office monitors or use as a screensaver. There's a QR code embedded for employees to easily scan to enroll. |
| Experience |
Once an employee submits their loan details, they're participating in the benefit – nothing left to do but enjoy the ride and the extra monthly student loan payments! |
| Celebration |
Send this end-of-year email to your employees that highlights the help you have provided and reaffirms the progress toward eliminating their debt. Additionally, we will communicate to your employees when their loan balances are close to being paid off or fully paid off. Use the celebration slide to reinforce you're a leader in this space and are committed to helping your employees. Showcase the number of employees enrolled, total principal paid to loans, and total amount saved by employees (data available via the Student Debt section of PSW.) |
Additional helpful resources
| Recruiting materials |
Use this flyer to tell prospective employees about this valuable benefit and the total savings they could receive if they joined your company. Available in six denominations; use the value that best aligns with your program. |
| Student debt relief + participant help |
In response to the Department of Education's Student Debt Relief Plan, we have curated FAQs and other materials to help you and your employees navigate the loan forgiveness program. Click here to visit the Fidelity Workplace Student Debt Page For the latest information on federal student debt relief and related policy updates, direct participants to the Federal Student Aid site. |