Separated Participant Communications: Distribution Options

Support separated participants with ongoing education on the options they have for their former workplace savings.

Campaign details


What are the goals of these communications?

The program provides education to help participants make informed decisions and stay engaged with their retirement savings left with their former employer.

When will these communications be sent?

This campaign will launch on May 10, 2022 and will be delivered over the course of approximately two weeks.

Who will receive these communications?

Communications are sent to separated participants who have a balance of $100 or more and based on the following criteria:

Version

Separation Date

Status Code and Age

Newly Separated

On or after 1/1/2021

• Job Changer (T) AND < age 55

Tenured Separated

On or before 12/31/2020

• Job Changer (T) AND < age 55

Retiree Newly Separated

On or after 1/1/2021

• Retiree (R)
OR
• Job Changer (T) AND age 55+

Retiree Tenured Separated

On or before 12/31/2020

• Retiree (R)
OR
• Job Changer (T) AND age 55+

What is the call to action?

Participants will be directed to visit online resources on NetBenefits®.

SAMPLE COMMUNICATIONS

*Education only plans will be directed to NetBenefits® only.

For plan sponsor use only.

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

©2022 FMR LLC. All rights reserved.

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