New User Registration Campaign

Educate employees on the importance of registering their NetBenefits® account online.

What is the objective?

Educate unregistered participants about the importance of registering their Fidelity NetBenefits® workplace savings account to help protect their assets and personal information.

Who is eligible?

  • Active employees whose account has not been registered on NetBenefits and have a balance greater than $0 and less than $1M
  • Inactive employees account has not been registered on NetBenefits and have a balance greater than $1K and less than $1M
  • 401(k), 401(a), 457(b) governmental, 403(b) plans
  • Strategic, Select, Large, TEM, Mid, Emerging, Advisor

What is the call to action?

Primary call to action is to register their account online, which will require them to provide their digital contact information: email address and mobile phone number.

SAMPLE COMMUNICATION

For plan sponsor and investment professional use only.

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

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