Retirement transition education for employees
Toolkit to help pre-retirees and recently retired employees make the move from saving to living.
Studies indicate that a large portion of employees feel stressed about preparing for retirement,1 with many identifying retirement as the area where they need the most help from their employers.2
Fidelity’s retirement education, digital planning tools, and 1:1 support can help! Use these tools to connect and engage with employees about preparing for retirement with an income planning mindset. There are videos to share, as well as email templates that can be used to build your own educational programs.
Fidelity Viewpoints®: Making a Plan for Retirement Income webcast
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Informative webcast shows how to create a plan aimed at generating income in retirement. It covers topics like:
https://communications.fidelity.com/tem/WI/webcast/hub/?ccsource=w_pswrise_tk_02292024#income |
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Email toolkit
This series of email templates aims to educate participants at key stages of the retirement journey and encourages employees to review their retirement savings, as well as to engage with digital planning tools on NetBenefits to help feel more prepared and confident about their finances in the years to come.
Important Note: This email toolkit is for plan sponsors that have entitled certain digital planning experiences on NetBenefits for their employees. These planning tools include Retirement Decision Guide, Retirement Income Calculator, Social Security Benefits Calculator, Guarantee Income Estimator, and Health Insurance Before Medicare Planner—email links may not work otherwise.
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Getting ready for life after work Help employees prepare for retirement. They can identify and prioritize decisions to be made using the Retirement Decision Guide on NetBenefits. |
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Remind employees to check in on their retirement income plan and educate them on what types of things they should be thinking about. |
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Educate employees on the importance of predictable income in retirement, and ways to generate it. Links to the Guaranteed Income Estimator tool to help them see how a guaranteed income annuity might fit in their plan. |
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Health care coverage options before Medicare Inform employees about the choices they have for their health care coverage before they reach age 65 and qualify for Medicare. |
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Help employees estimate what their monthly and lifetime benefits would be at different ages to create a comprehensive claiming strategy. |
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Related programs & toolkits for retirement income services from Fidelity
Getting Ready for Retirement Email Triggers Program
Talk to your Fidelity representative about this educational program designed to connect participants to key retirement transition education and digital planning tools to help build their confidence and retirement readiness.
Guaranteed Income – Employee Education
Many employees are concerned about having enough money to cover expenses throughout their lifetime. Offering access to guaranteed income options (in or outside the plan) is a way for you to help them successfully transition into retirement.
Automatic Withdrawals
The Automatic Withdrawals tool helps employees to evaluate, compare, and select the withdrawal strategy that best suits their unique needs for retirement income.
Managed Retirement Funds3
This toolkit is only for plan sponsors who have adopted the Fidelity Managed Retirement Funds as investment options with their retirement plan lineup. It offers resources to educate employees looking for help turning their savings into income.