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Financial Wellness Employee Engagement Toolkit

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There’s a lot going on today, and your employees are trying to navigate competing financial priorities. Many are experiencing financial stress both at home and at work—and they want help. As your benefits provider, we’re here to help ensure that your employees have access to the support they need to be financially well. Research shows that those who engage with Fidelity’s Financial Wellness resources have:

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Explore a variety of resources below to help your employees get started on or continue their journey to financial wellness—beyond just retirement.

Taking the first step

Help your employees get—and stay—on track to reach their goals. The financial wellness checkup helps them discover what’s going well and what else they can work on.

Newsletter content (Word doc) Use in your organization's newsletter, intranet sites, or other employee communications.
Digital signage (PPT) Promote the financial wellness checkup to employees digitally or within employee environments where you want to announce and encourage engagement.
Poster and flyer (PDF) Consider hanging, handing out at benefits fairs, or sharing as part of new hire orientation.
Email (OFT) Use this email to promote the financial wellness checkup to employees.

Continuing the journey and getting support

Once your employees take the financial wellness checkup, help build on their momentum by highlighting the help and resources that are available to them as participants in your plan.

Fidelity.com/financialwellnesshelp (3 minute video) Learn about the various resources that Fidelity offers to help your employees reach their goals.
Five ways to kick‐start your financial wellness journey flyer (PDF) Show your employees how to get started on their financial wellness journey by posting this to your intranet site or sharing in an email.
Newsletter content (Word doc) Use within your organization's newsletter, intranet site, or other employee communications.
Social media posts (Word doc) Share information about the availability of financial wellness resources with your employees on your social media channels.

Connecting employees with resources for their unique needs

Support your employees throughout their financial wellness journey—inclusive of all life stages and learning styles. Explore and share the following resources that highlight our diverse communities, live events, and ongoing financial education:

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 you accept these terms and conditions on behalf of the organization.

1. Data compares participants who are more vs. less engaged with Fidelity’s services. Fidelity’s Workplace Participant Satisfaction and Loyalty online survey of 33,437 participants enrolled in their employer’s Fidelity sponsored plan(s). The survey was conducted in February to March 2021 on behalf of Fidelity by InMoment, an independent third-party research firm.

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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