Investment Help/Financial Wellness Campaign
Campaign Overview
We know saving for retirement is important and we want to make sure your employees’ hard earned money is working for them. With this campaign, Fidelity will remind them to review their investment approach and to make any necessary changes to help them meet their retirement goals.
Your employees will have all the support they need with access to Fidelity’s live team of investment professionals and online planning resources to help them feel reassured and more confident in their investment strategy as part of their financial decisions.
Campaign Details
Our goal: Encourage your employees to look at their retirement savings and review the investment strategies available to them as a path to financial wellness in the new year.
Who’s included: All active and term participants in plans that offer Fidelity’s managed account service.
How we’ll communicate: This multi-channel campaign includes an email and NetBenefits® mobile in-app messaging.
When: Week of January 8, 2024 (Mobile in-app message runs for 8 weeks)