Employee Engagement Toolkits

Materials you can download and use internally with your employees.

ENROLLMENT AND ONBOARDING

Enhanced Enrollment Engaging Auto Enrolled Employees Digital Contact Information NetBenefits Overview NetBenefits Mobile App Plan Transition Education Pre-Login Education Resources

WORKPLACE SAVINGS AND INVESTING

Fidelity Managed Retirement Funds Fidelity Personalized Planning and Advice Fidelity Target Date Strategies Market Ups and Downs NetBenefits Planning Summary Retirement Income Education and Services Higher Catch-up Contributions Guaranteed Income Direct Auto Portability

WELL-BEING

Financial Wellness Month 2025 Financial Wellness Program Goal Booster Life Events Point Solutions How You Money Education Videos Quarterly Infographics Women's Programming AANHPI Community Page Black Community Page Disability Community Page Latino Community Page LGBTQ+ Community Page Military Community Page

SEPARATED PARTICIPANTS

Distribution Options Flyer

OTHER BENEFITS

Promote the value of your benefits Annual Benefits Enrollment Guide Cyber Security Fidelity Charitable Fidelity Flex Spending and Reimbursement Accounts Fidelity Health App Fidelity Smart MoneySM Health Benefits Navigator HSA Resources Student Debt Direct Program Student Debt Retirement Program Workplace Giving Focus on Mental Health Student Debt Retirement Annual Review Resources

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL 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