Employee Engagement Toolkit

Materials you can use to educate employees about how to get investment help from Fidelity.

No matter where your employees are in their retirement journey or the complexity of their situation, Fidelity has a range of investment strategies to give them the confidence they need to manage their retirement savings. With the recent increase in market volatility, we have seen an uptick in inquiries from participants regarding their investments.

To help engage your employees on this important topic, we have an entire library of communications you can use to help them navigate the market and manage their investments.

PPAW C&E Placemat

Awareness and Consideration

Resources to help your employees understand their investment options and navigate the markets.

Resources Description
NetBenefits® Learn Hub Review this section on NetBenefits to find relevant and current topics such as investing concepts and market commentary.
Off-the-shelf Materials
Email*
Digital Signage
Newsletter/Social/Intranet Copy
Planning & Guidance Center Flyer
Use these materials as part of an internal communications strategy (or stand-alone), to help your employees understand the different ways Fidelity can help them manage their retirement savings.
Investment Help Campaign
Fidelity will typically send these communications once a year, but can also be run by your Fidelity representative
Multi-touch communications program which communicates to your employees the different ways Fidelity can help them manage their retirement savings.
Educational Workshop: Take the First Step to Investing Educational content for those employees who are new to investing and are considering enrolling in a workplace savings plan.
Educational Workshop: Make the Most of Your Retirement Savings Educational content for those employees who are trying to determine how much they will need to save for retirement.
Ask Fidelity: Investment Styles Q&A format that helps employees determine an investment strategy that is right for them.

Enrollment

Resources to help drive enrollment

Resources Description
Off-the-shelf Materials
Email
Digital Signage
Newsletter/Social/Intranet Copy
Brochure 1
Brochure 2 - Condensed Version
Video Option 1
Video Option 2
Materials that can be used as part of an internal communications strategy (or stand-alone), to help your employees determine if Fidelity’s Personalized Planning & Advice (PPAW) is right for them.
Activation Campaign
Fidelity will deploy as part of the program launch but can also be sent on an as needed basis
Multi-touch communications program intended to drive awareness and adoption of PPAW.
Abandoner Campaign (Triggered) Multi-touch email that is sent from Fidelity to re-engage those participants who have demonstrated an interest in PPAW.
Educational Workshop: Invest Confidently for Your Future Educational content for those employees who are new to investing and trying to determine which investment strategy is right for them.
Educational Workshop: Fidelity® Personalized Planning & Advice Educational content for those employees who are trying to determine if PPAW is right for them.

Making the most of PPAW

Resources to help employees make the most of PPAW and drive personalization

Resources Description
Ad Hoc Materials
Email*
Send this email to your employees to promote the importance of personalization.
Ask Fidelity: Getting the most from Personalized Planning & Advice Q&A format that helps employees maximize their usage of PPAW's features and benefits and stresses the importance of personalization.
NetBenefits (PPAW Dashboard)
NetBenefits>Advisory Services>Personalized Planning and Advice
Enrolled participants should be encouraged to view their PPAW Dashboard and the LearnHub on a regular basis for exclusive market commentary from the PPAW investment team.

If you have any questions or for more information on our Education Topics, please contact your Fidelity representative.

*Email can be deployed by Fidelity representative or ad-hoc via Plan Sponsor.

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 accept these terms and conditions on behalf of the organization.

For plan sponsor use only. Not for use with employees.

Investing involves risk, including risk of loss.

Fidelity® Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers, are Fidelity Investments companies and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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