Separated Participant Communications (Separation Date <75 Days)

Educate and support newly separated employees to ensure a smooth transition.

Campaign details

What are the goals of this campaign?

This program aims to provide recently separated employees with the latest and most relevant tools and resources that will help them make informed decisions about their retirement savings.

When will these communications be sent?

Changes to a participant's status code will automatically trigger these communications.

Who will receive this campaign?

Communications will be sent to newly separated participants for whom the following status code changes are received:

  • Job Changers: (T) or plan-specific status code
  • Retirees: (R) or plan-specific status code

What messages will participants receive?

Participants will receive information about the options available for their workplace savings, simple steps they can take to help manage those savings, and details about where they can go to learn more about retirement investing and income strategies. The program features a multiple-touch email stream (participant-provided e-mail address) or print mail, as well as a proactive phone call (only when the outbound calling program and advice are enabled)

Separated participants who remain in plan after 75 days will receive ongoing quarterly communications on topics such as retirement education, distribution options, asset allocation, and retirement income planning. Topics and timing may vary from year to year.

What is the call to action?

  • Participants in education-only plans will be directed to NetBenefits®.
  • Participants in advice plans will be invited to call a Fidelity representative for a one-on-one consultation, and provided with resources on NetBenefits® to help them understand their options.

SAMPLE COMMUNICATIONS

Investing involves risk, including risk of loss.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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