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

New user registration email

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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