Research tells us the more engaged employees are with their workplace savings plans, the more financially confident and knowledgeable they are. Employees that identify as mentally and financially well are 10X less distracted at work than those who don’t.1
Like you, Fidelity wants your employees to be financially well. One of the first steps, on their path to financial wellness, is engaging with their workplace savings plan. We will be reaching out to employees that have been unengaged for over a year.
When will this communication be sent?
Fidelity will bring engaging resources and support to your employee’s inbox on June 3, 2025.
Who will receive?
Plan eligibility criteria: Clients with participant advice and Financial Wellness enabled
What is the objective? We will reintroduce unengaged participants, to their workplace benefit, by encouraging them to access resources and tools designed to support them on financial wellness topics like budgeting, managing debt and deciding between saving and investing.
Who will receive these communications?
- Active participants age 18 or over with a balance greater than $0 that have not engaged withFidelity in over a year
Or
- Participants that have not registered on NetBenefits®
Sample Communications:
Unengaged Email: These participants may not realize the budgeting, emergency savings and student debt tools and services we offer to assist them with their financial wellness. This email links to the tools on NetBenefits.
Unregistered Email: These participants have money in their workplace savings plan and have not yet accessed NetBenefits to view their account. This email will provide instructions on how to register / log in.
Campaign Resources: