Fidelity’s Workplace Managed Account offering: Personalized Planning & Advice

Personalized Planning & Advice delivers unique investing and planning strategies to help employees
reach their retirement goals:

icon_Lightbulb Improved engagement: 93% of enrolled participants regularly engage with retirement planning1
icon_Badge Tailored investment strategy: Nearly 50% of participants saw a portfolio equity change of 10% or more2
icon_Celebration Promotes retirement readiness: 80% of participants are on track to meet retirement expenses3
Overview of Personalized Planning & Advice ("PP&A") proactive outreach across eligible and enrolled employees: Proactive outreach one-pager.

Resources for you to leverage to engage eligible employees

Off-the-shelf materials:
Centrally deployed campaigns
(can be requested to send ad hoc)
  • Activation: Upon the service launching – this multitouch communications program is intended to drive awareness and adoption of PP&A. 
  • Re-engagement: Multi-touch email that is sent from Fidelity to re-engage those participants who have demonstrated an interest 
  • Awareness: Multi-touch communications program
Workshops
  • Educational Workshop: Invest Confidently for Your Future 
  • Educational Workshop: Fidelity® Personalized Planning &Advice
Plan Sponsor Resources

Tools for you to leverage to improve engagement and personalization for enrolled employees.

NetBenefits
Enrolled participants should be encouraged to view their PP&A Dashboard on a regular basis for exclusive market commentary from the PP&A investment team
Video
Managing your Personal Profile: Prompting participants to update their profiles to make the most of their personalized plan
Workshop
Ask Fidelity: Getting the most from Personalized Planning & Advice.
Plan Sponsor Resources
Fidelity Workplace Website: Workplace Managed Accounts

Methodology Enhancement Rollout
PP&A helps enrolled participants prepare for and live in retirement by delivering a personalized investment strategy in line with their risk tolerance, financial situation and time horizon. In the spirit of continued innovation, we’re making two key enhancements to our methodology, driven by research and the needs of today’s participants: Personal Profile scoring refinement and enhanced asset complementing. These are not new features, rather refinements to what we already do today.

Learn more:
Sample communication – Methodology Enhancement Rollout

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