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.
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
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. |