Important Note: This tool kit is only for plan sponsors who have adopted Fidelity-managed target date strategies as investment options within their retirement plan lineup.
Now that Fidelity’s Target Date Strategies are available through your workplace savings plan, the following resources are designed to help you educate and inform your participants about these new investment options. The individual pieces can be downloaded and used individually, or, can be used in combination with each other as part of a more comprehensive engagement plan.
Awareness: resources to raise awareness/inform prior to plan adoption
Generate awareness via internal communication channels (e.g., newsletters, intranets, blogs).
Inform participants that new offerings will be available soon, detailing when the changes will go into effect, which options are available to them, and how to make changes if needed.
Engagement: resources to educate participants during the transition and to help take action post-launch
Raise awareness with targeted participant populations and encourage them to learn more.
- “New Menu Choice” option 1
- “New Menu Choice” option 2
- “Investment Help”
An educational, convenient digital hub with a range of material in engaging formats to appeal various participant preferences and learning styles.
In this deeper dive, discover how Fidelity’s Target Date Strategies work with examples of investors at different points in their savings and retirement journey. Available in English and Spanish versions.