Financial Wellness Employee Engagement Toolkit

 

FW overview button FW dashboard button FW checkup button Additional Resources

NEW seasonal resource:

Overview

There’s a lot going on today, and your employees are trying to navigate competing financial priorities. They face competing priorities and financial stress, which impacts their at-work engagement. Research shows that 2 out of 3 employees trust their employer to help improve their wellbeing1. As your benefits provider, we’re here to help ensure that your employees have access to the support they need to be financially well. Employees who engage with our financial wellness experience have better outcomes than those who don’t.

 

Explore a variety of resources below to help your employees get the step-by-step support they need to make progress on their money goals.

Financial Wellness Dashboard

A centralized hub with personalized insights to help your employees understand their spending, create a plan, and track progress toward their goals

Financial Wellness Checkup

A checkup that assesses your employees’ financial needs and offers an actionable plan to support them in improving their financial wellness

Additional Resources

Financial Wellness Employee Experience Video: Educational overview of the financial wellness resources available to employees

Plan Your Pay infographic: A breakdown of Fidelity’s 60/30/10+15 guideline for budgeting and saving

Life Events Toolkit: Resources to help your employees get the most from their money so they can be ready for whatever comes next

Point Solutions Toolkit: Resources to help your employees tackle a range of life’s tasks and challenges

1Employee Benefit Research Institute and Greenwald Research, 2023 Workplace Wellness Survey of 1,505 U.S. employees.

2Fidelity Internal Outcomes Data as of Dec. 31, 2023.

3Fidelity Investments Q1, 2024, Participant Satisfaction and Loyalty Survey.

By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting, or otherwise using the Fidelity-prepared communications attached here and, on behalf of such organization, accept the terms and conditions.

Some of the products and services provided are offered beyond those of your employer-sponsored retirement plan.

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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