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Investment Help/Personalized Planning & Advice Awareness Campaign

As a Plan Sponsor that offers Fidelity® Personalized Planning & Advice as part of your workplace benefits package, this campaign drives awareness and education about our managed account service—a personalized approach to investing for retirement.

Now more than ever, employees are looking for personalized experiences. With Personalized Planning & Advice, we support each employee’s unique financial situation and retirement goals with ongoing monitoring and maintenance to keep them on target for retirement. We are focused on providing your employees the education and resources to help them make informed decisions regarding their investments.

Campaign Incentive
Should your employees determine Personalized Planning & Advice is right for them, they can enroll by May 24, 2024, and we’ll waive the advisory fee for the first 90 days.1

Communications
The campaign will have up to two emails with an incentive offering. If the employee enrolls in Personalized Planning & Advice before the second email is scheduled to deploy, then they will not get the second email.

Touch 1 email - Learn more about Personalized Planning & Advice and the incentive offering by logging into NetBenefits®, calling a licensed representative or scheduling a complementary portfolio review.2

Touch 2 email - Reminder to learn more about Personalized Planning & Advice and the incentive offering.

The incentive offering will be included in the emails, but you may request to remove it by informing your Communications Consultant.

Communication Timing
Touch 1: Email will deploy the week of April 22, 2024
Touch 2: Reminder email will deploy the week of May 6, 2024, if employee does not enroll

Target Audience
Active and term participants in plans that offer Personalized Planning & Advice but not currently enrolled

Email Sample
Touch 1 email
Touch 2 email

Off-the-shelf Content
Pre-announcement
Engagers
Infographic/Digital Signage/Email Banner
Infographic/Digital Signage/Email Banner – Spanish version

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.

2Participants can schedule an appointment for a complementary portfolio review if they have $100,000 or more in assets.

Fidelity® Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers, are Fidelity Investments companies 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

©2024 FMR. All rights reserved.

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