Fidelity HSA^® End-of-Year Reminder Campaign

Campaign details

What are the goals of this campaign?

Inform HSA employees that their account balance rolls over year-over-year, and does not need to be spent at the end of the year

When will these communications be sent?

The emails will be distributed the week of December 4 to those who align with the targeted criteria.

Who will receive this campaign?

The campaign will reach opted-in active participants who have an HSA account open but are not contributing, those who have an account open and are contributing, and those who have an account open and are likely to invest.

What message is available?

The email message is personalized to each audience to help employees understand that they won’t lose their HSA balance at the end of the year.

Click here for a sample email for employees who have an account open but aren’t contributing
Click here for a sample email for employees who have an account open and are contributing

Email will be distributed based on the following messaging hierarchy:

1. Employee provided email
2. Employer provided email

What is the call to action?

The communication will remind account holders that HSA funds never expire and direct them to NetBenefits to review their balance and contributions.