NEXT STEPS

1 Results from Fidelity MyMoney Check-up, February 2018, 219,000 respondents.
2 Fidelity Investments defined contribution plan participant survey, August 2017. The results are based on 450 responses.
3 Fidelity Investments Planning and Advice online survey. The survey was fielded in November 2017 using an external consumer panel of 2,250 DC participants employed full-time. Research was completed by ConsumerMetrics Inc. (CMI), an independent third-party research firm.
4 The Economic Importance of Financial Literacy: Theory and Evidence, Annamarie Lusardi and Olivia S. Mitchell, 2014.
5 National Capability Study by the FINRA Foundation, October 2016. Responses from 27,564 Americans.
6 Optimal Financial Knowledge and Wealth Inequality, Annamarie Lusardi, Pierre-Carl Michaud, and Olivia S. Mitchell, December 2012.
7 Fidelity Markers of Financial Wellness Survey of more than 6,000 active Defined Contribution plan participants recordkept by Fidelity, who have input into household financial decisions. Conducted by CMI Research, an independent third-party research firm. July 2016.
For Plan Sponsor and investment professional use only. Not for use with plan participants.
Approved for use in the advisor and 401(k) markets. Firm review may apply.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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