Planning Summary on NetBenefits®

These materials are designed to help you introduce participants to the latest feature in the NetBenefits offering— Planning Summary.

The Planning Summary experience provides a way for your employees to take control of their finances and feel prepared for whatever comes their way by providing:

  • ability to view of their full financial picture
  • help to set and track financial goals—such as buying a home, or saving for a vacation
  • access to create investment strategies to support the goal they have set

Promotional Materials

Email Template
plan summ email pic

Email template that can be sent to employees to build awareness of and to connect them to the new Planning Summary experience on NetBenefits.
1-pager
plan summ 1 pgr pic

This 1-page flyer can be added to presentations or used as a digital sign or screen saver.
SMS Keyword
plan summ sms pic

Useful on-the-go tool to boost awareness of Planning Summary on NetBenefits—especially for those employees in non-traditional workplaces such as working from home, warehouses, hospitals, etc. Text: SUMMARY to 343-898
QR Code
plan summ QR pic

Another way to get to Plan Summary on-the-go. Insert QR code in communications and other materials to build awareness and to connect employees to the new Planning Summary experience.

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 on behalf of such organization accept these terms and conditions on behalf of the organization located at http://go.fidelity.com/TermsForClientUsage.

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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