Celebrating Higher Education Professionals this May

Fidelity is dedicated to helping to provide faculty and staff the financial care they deserve on their terms so they can better plan for their own lives while helping shape the future.

Faculty and staff are facing increasing challenges with financial confidence and wellness.

Compared to 2020, professionals in higher education are experiencing1:

  • Reduced confidence in their financial stability
  • Decreased emergency savings
  • Increased credit card debt

These financial stressors, compounded by a lack of financial confidence could result in a workforce not optimizing their financial situation.

At Fidelity, we recognize the dedication and commitment your faculty and staff invest in shaping the leaders of tomorrow. Allow us to help support their financial well-being, so they can continue to inspire and educate with peace of mind.

WHEN WILL THIS COMMUNICATION BE SENT?

Fidelity will bring the top tools, resources, and one-on-one support straight to your employees’ inbox on May 1, 2025.

WHO WILL RECEIVE THIS CAMPAIGN?

Eligibility Criteria: Clients with participant advice and Financial Wellness

What is the communication objective? Encourage employees to engage in available complimentary resources when it is convenient for them to build their financial confidence and take steps towards becoming more financially resilient.

Who will receive these communications: Active participants age 18 or over with a balance greater than $0; Participants will receive one of two versions.

SAMPLE COMMUNICATIONS:

Email 1: Fidelity Study Guide

Email 2: 1-1 Guidance

CAMPAIGN RESOURCES

Download and use the following materials to drive awareness of this resource with your workforce.

ABOUT THE NEW HIGHER EDUCATION LANDING ZONE, “FIDELITY STUDY GUIDE”

From saving for the unexpected to planning for future generations, the Fidelity Study Guide is here to help faculty and staff build a plan for their money with tips and tools to help educate and guide. In one streamlined site, you’ll find articles, videos and learning resources to help at every stage of their financial journey.

Visit “Fidelity Study Guide”

1 Based on Fidelity’s “Higher Education Report Card,” June 30, 2024

For plan sponsor use only.

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.

Fidelity® and PSW® are a registered trademark of FMR LLC.

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