Investment Strategies Campaign

What are the goals of this campaign?
Help your employees understand:
  • Key considerations when determining an investment strategy
  • How their retirement savings are currently invested, with an emphasis on target date fund investors
  • Available options that can help them determine an investment strategy that works for them
What messages are available?
This is a single-touch email campaign with variable messaging to help employees understand how their savings are currently invested. Variable messaging options shown below.


When will this communication be sent?
This campaign is scheduled to deploy the week of October 26, 2026.

Who will receive this campaign?

  • Active employees age 18 and over with a balance greater than $0
  • Former employees age 18 and over with a minimum balance of $1,000 who have been separated for a minimum of 45 days

What is the call to action?
The primary call to action will drive participants to the Investment strategies page in NetBenefits® to help them understand their available options in determining an investment strategy. 

A phone call to action will also be provided for participants in advice plans. Participants in education-only plans will not receive a phone call to action. Instead, they will be directed to an educational workshop called How to begin investing for retirement.

SAMPLE COMMUNICATIONS

Sample communications:

Advice 


Education

Investing involves risk, including risk of loss.

For plan sponsor and investment professional use only.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

A target date fund is an asset mix of stocks, bonds, and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed.

Fidelity® Personalized Planning & Advice at Work is a service of Strategic Advisers LLC, a registered investment adviser and a Fidelity Investments company, 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

©2026 FMR LLC. All rights reserved.

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