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Guaranteed Income Direct – Activation & Annual Reminder Email Triggers

Educating pre-retirees and separated participants about Guaranteed Income Direct (and other income solutions, if applicable).

Campaign Details

Objective

For many people, generating income off the savings they have worked so hard to accumulate can feel daunting. They want to ensure they have enough to cover their daily expenses, while ensuring they don’t outlive their savings.

Having options to generate income is an important part of helping retirees feel confident in their next chapter of their life.

These triggered communications help announce the addition of Guaranteed Income Direct in the plan, and keep participants updated annually on their options to build income in retirement.

Who is eligible?

  • Participants age 50 – 71
  • Active employees with a balance >$0
  • Terminated employees with a balance >$100k
  • Emails are triggered weekly to eligible employees who meet message criteria; once the initial activation email is triggered, an annual reminder will be sent thereafter.

Email Samples:

Pre-retirees

Terminated employees (if plan offers Guaranteed Income Direct only)

Terminated employees (if plan offers Guaranteed Income Direct & Automatic Withdrawals tool)

Terminated employees (if plan offers Guaranteed Income Direct, Automatic Withdrawals tool & Managed Retirement Funds)

Important Note: This email program is only for plans that have launched Guaranteed Income Direct.

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 you accept these terms and conditions on behalf of the organization.

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

Investing involves risk, including risk of loss.

In order to provide an income stream, there is no or limited access to assets.

Fixed annuities available through Guaranteed Income Direct are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. A contract’s financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company.

Income annuities available as plan distribution options are selected by the plan’s fiduciaries and sold and issued by third-party insurance companies which are not affiliated with any Fidelity Investments company. Fidelity Health Insurance Services, LLC (“FHIS”) may receive a fee from the issuing insurance company; however, FHIS does not directly or indirectly solicit, negotiate, or sell any annuities available as plan distribution options. A contract’s financial guarantees are solely the responsibility of and are subject to the claims paying ability of the issuing insurance company.

Fidelity Health Insurance Services, LLC 245 Summer Street, V4C Boston, MA 02210-1129

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

© 2024 FMR LLC. All rights reserved.

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