Personalized Planning & Advice Awareness Campaign

Provide your employees with a professionally managed retirement strategy based on their retirement goal, preferences, and unique financial situation. This campaign drives engagement and awareness to help your employees consider if PP&A is right for them.

Overview of campaign

Personalized Planning & Advice awareness campaign will be comprised of up to three emails during the month of June.

Target Audience

Active participants with a balance in their savings plan and term participants (with a balance over $5,000) in plans that offer Personalized Planning & Advice and are not currently enrolled.
Timing & Enrollment

Should your employees determine Personalized Planning & Advice is right for them, they can enroll by June 26, 2026, and we'll waive the advisory fee for the first 90 days.1

  • Touch 1: June 8th
  • Touch 2: June 15th
  • Touch 3: June 22nd
Toolkit Materials

Download and use the following materials to drive awareness and engagement with your workforce.
Email 1 Sample

Drives digital engagement and awareness of Personalized Planning & Advice
Email 2 Sample

Helps participants consider if Personalized Planning & Advice is right for them by viewing their proposed investment strategy mix.
Email 3 Sample

Reminder to take advantage of incentive to help see if a managed account is right for them.

For plan sponsor use only. Not for use with plan employees.

Investing involves risk, including risk of loss.

1Special offer: Your employees will receive an advisory fee discount equal to 100% off the annual target net advisory fee for 90 days. At the end of the period, the account will begin to be charged the full advisory fee applicable to their plan. No additional communication will be sent to them at the conclusion of the offer. To unenroll in the service at any time, they may call Fidelity at 866-811-6041. This offer is subject to change or cancellation without notice. The advisory fee for their account does not include underlying investment option expenses charged at the individual investment option level for any investment options in their account. These are the standard expenses that all investment option shareholders pay. For more information about advisory fees, including a detailed fee schedule, they can go to NetBenefits.com or call 866-811-6041. Shareholders may be subject to certain short-term trading fees. Please consult the individual fund prospectuses for more information.

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.

Fidelity® Personalized Planning & Advice at Work is a service of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

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

©2026 FMR. All rights reserved.

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