Helping faculty and staff take control of their money
Higher education employees are taking advantage of the retirement plans provided by their employers and saving at rates that exceed Fidelity’s recommended 15%.1 While most higher education employees are on track with long-term retirement goals, short-term money goals may be falling behind.
Recent reports indicate that faculty and staff are facing increasing challenges with financial confidence and wellness.
When asked about their financial situation2:
- 32% feel stressed about their current financial situation
- 50% say they are just getting by or feeling overwhelmed about their spending
- 57% are overwhelmed about saving for emergencies, with nearly half having less than 3 months of savings
Fidelity is ready to help faculty and staff better plan for the short- and long-term by giving employees confidence to make informed financial decisions.
WHEN WILL THIS COMMUNICATION BE SENT?
Fidelity will send your employees the top tools, resources, and one-on-one support straight to their inboxes on October 7, 2025.
WHO WILL RECEIVE THIS CAMPAIGN?
Eligibility Criteria: Clients with participant advice and Financial Wellness enabled
What is the communication objective? Encourage employees to engage available complimentary resources when it is convenient for them to build their financial confidence and take steps toward becoming more financially resilient.
Who will receive these communications: Active participants ages 18 and over with a balance greater than $0; participants will receive one of three versions based on age.
SAMPLE COMMUNICATIONS:
CAMPAIGN RESOURCES
Download and use the following materials to drive awareness of this resource with your workforce:
ABOUT THE HIGHER EDUCATION LANDING ZONE
From saving for the unexpected to planning for future generations, Fidelity’s higher education landing zone is here to help faculty and staff build a plan for their money. The guide provides a variety of educational articles, videos, and learning resources to help at every stage of their financial journey.