Fidelity Medicare Services®

Complimentary guidance for Annual Enrollment

The Medicare Annual Enrollment Period runs from October 15 through December 7.

This is an important time for people enrolled in Medicare as plan benefits, coverage options, and costs can change from year to year. Individuals' health care needs and personal circumstances may change as well, making it important to review coverage annually.

Whether you have employees approaching age 65 and becoming newly eligible for Medicare, participants over age 65 who are already enrolled in Medicare, or employees who serve as caregivers for a loved one, Fidelity Medicare Services® can help. Through this service, participants have access to educational resources, digital planning tools, and personalized 1-1 guidance, all at no cost to them.

To help promote this service, we offer a suite of Fidelity-deployed communications and resources you can use within your workplace to raise awareness among your employees and participants.


Program components

Educational webinar and email invitation

On Wednesday, October 7, 2026, join Fidelity Medicare Services professionals for an educational webinar explaining how the Medicare Annual Enrollment Period works and why reviewing coverage options is important. Work with your Fidelity representative to distribute the invitation before October 6, or share the registration link directly with your participants.

Fidelity-deployed email campaign

On October 22, 2026, an email will be sent to separated participants age 65 and older, reminding them of the importance of reviewing their Medicare coverage options during the Annual Enrollment Period.

NetBenefits® homepage messaging

A message will appear on NetBenefits throughout Annual Enrollment encouraging eligible participants to review their Medicare coverage and plan options.


Plan sponsor templates

Use these materials to remind newly eligible employees, Medicare beneficiaries, and caregivers that Fidelity can help them navigate Medicare during Annual Enrollment and throughout the year.

Digital signage 

Internal social/newsletter messaging

Fidelity Medicare Services PSW Page

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY

We do not offer every plan available in your area. Please contact Medicare.gov or call 800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week to get information on all of your options.

Fidelity Medicare Services (FMS) is operated by Fidelity Health Insurance Services, LLC (“FHIS”).

FMS acts as an insurance broker or agent (collectively referred to as a “Producer”). FMS and its representatives are appropriately licensed and appointed in all states in which it conducts business.

The insurance products are issued by third-party insurance companies, which are unaffiliated with FMS.

Fidelity Health Insurance Services, LLC, Corporate Trust Center, 1209 Orange Street, Wilmington, DE 19801

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The Fidelity Investments logo is a registered service mark of FMR LLC.

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