Health & Welfare Transition Resources

Support your employees through the transition of their Health & Welfare (H&W) benefits to Fidelity.

To help you inform your employees that their Health & Welfare benefits are moving to Fidelity, we developed this suite of resources to support the transition—both during and outside Annual Enrollment. Use these communications to increase awareness and engagement with H&W benefits and help employees understand how this benefits transition benefits them.

Transition Mid-Year

Coming Soon

Create employee awareness that their H&W benefits will soon be transitioning to Fidelity.

It’s Here

Inform employees that their H&W benefits can now be accessed through Fidelity.

Transition During Annual Enrollment

Coming Soon

Create employee awareness about the upcoming Annual Enrollment period, and inform them that their H&W benefits will soon be transitioning to Fidelity.

It’s Here

Inform employees that their Annual Enrollment window has opened and their H&W benefits can now be accessed through Fidelity.

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.

For plan sponsor use only.

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

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