Fidelity HSA^® Annual Investing Campaign

Campaign details

What are the goals of this campaign?

Educate employees on their options to invest their Fidelity HSA^® cash balance, including the potential benefits of setting up automatic investing.

When will these communications be sent?

This one-touch email is sent annually in April.

Who will receive this campaign?

All employees who have an HSA that has been opened for at least 90 days. Employees who are already auto-investing in their HSA will be excluded from this campaign.

The messaging for this campaign is broken out into two target audiences.

• Non-investors: Employees who currently have their entire HSA balance in the core (cash) position
• Investors: Employees who have at least some of their HSA balance invested, but are not currently enrolled in automatic investing.

What message is available?

The goal of this campaign is to educate employees around the potential benefits of investing their HSA funds, and help them get started.

Click here for a sample of the email messages.

What is the call to action?

The communication will drive employees to learn more about their investing options on the HSA Investing tab on NetBenefits.