Financial Wellness − Point Solutions | Plan Sponsor Education
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Products and services from Fidelity and third-party providers to help meet the needs of your employees during life’s biggest events |
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Use the resources on this page to learn about the Point Solutions you can enable for your employees.
For resources to engage your employee base with Point Solutions, visit the Point Solutions Employee Education page on PSW®.
As part of our Financial Wellness offering, we provide a holistic suite of solutions and support designed to improve the financial confidence and well-being of your unique workforce.
From buying a home to doing taxes, planning for college, and even legal assistance and estate planning, we can connect your employees with leading industry providers to help them confidently make financial decisions. These providers are selected based on their value to employees and their alignment with Fidelity goals, and we take detailed steps to vet and onboard these providers and monitor their engagement with employees.
Learn about the Point Solutions
The fact sheets below provide plan sponsors with an overview and key benefits to help you determine the solutions to provide your workforce. The offering is flexible—you can select one or all the Point Solutions that you feel could be most valuable to your employees.
Talk to your Fidelity representative to ensure your employees have access to the solutions that suit your firm’s needs.
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Family and home
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Navigating the college journey
• Kaplan - college test preparation services
• ACT - college test preparation
• Collegewise - college admissions counseling
• Credible - access to student loans and refinancing
• Fidelity 529 Savings - flexible, tax-advantaged accounts designed specifically for education savings
Buying or selling a home
• HomeStory - licensed real estate agents
• Fidelity Mortgage Referral Program - mortgage origination or refinance
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Health and safety
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Caring for aging, loved ones
• Alska - helping caregivers stay organized
• Wellthy - personalized support from expert care coordinators
Special needs
• Fidelity Attainable® - savings plans for individuals with disabilities
Protection
• - protecting families and seniors from fraud
• IDnotify - protect, secure, and restore your identity
• Fidelity Term Life Insurance - protection for your loved ones
• Fidelity Medicare Services® - compare and enroll in Medicare coverage with help from Fidelity experts.
Legal support
• - online specialized attorney directory
• NotaryCam - get documents notarized online
Managing estate planning
• Fidelity Estate Planner - collect and organize information to create or update an estate plan
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Money and budgeting
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Tax preparation
- TurboTax - tax prep help
Debt
- Money Management International - counseling services for credit card debt
Charitable giving
- Fidelity Charitable® - connecting personal goals to your charitable interests and tax considerations
Saving and spending
- Fidelity Goal BoosterSM - help saving for short-term goals, including emergency savings
- Fidelity Cash Management Account - manage your cash and spending alongside your investments
- Fidelity Youth Account® - learn to save, spend, and invest for teens
Connecting Employees to Point Solutions
As Point Solution(s) are enabled by your firm, employees can access them from the Marketplace Work Perks page—part of the participant experience on NetBenefits. This page provides employees access to the websites for all of their entitled Fidelity and third-party providers in one place. Note: NetBenefits® login required.
To boost engagement, you can use the marketing resources & toolkits below to help drive awareness of certain solutions available as part of your employees’ workplace benefits.