A toolkit to support your newly auto enrolled employees

While auto enrollment drives plan participation and higher initial savings rates, it can also lead to lower engagement. That’s why it’s important to make sure your newly auto enrolled employees know how to get started and maximize their workplace benefits. Simply download the toolkit items that work for you and your employees.

Why use toolkits?
Toolkit items can help drive employee engagement, build awareness of available benefits, and make it easier for them to them to take full advantage of these benefits.

What is a toolkit?
Toolkits include emails, flyers, infographics, digital signs, email banners, and other resources to help engage your employees.

How do I start?
View the available toolkit items, download the materials you want to use, and send or provide them to your employees. It’s that’s easy.

Your toolkit includes:

Email (OFT)

This OFT can help educate your newly auto enrolled participants on the importance of account registration and the information they’ll need to provide. Download

New User Registration Flyer

Download a step-by-step guide to help newly auto enrolled employees register and access their workplace benefits plan account on Fidelity NetBenefits®.

Download: English |Spanish

NetBenefits Brochure

Share this brochure with your employees to help them navigate, manage, and optimize their workplace benefits using Fidelity NetBenefits.

Download: English | Spanish

Infographics/ Digital signage

Infographics, digital signage, and email banners you can download and share with newly enrolled participants to help them get started with their new workplace benefits plan.

Take the next steps with your workplace benefits.
Important steps your employees can take now that they're enrolled in the plan.


Download the infographic | Download the Spanish infographic
Download the digital sign | Download the Spanish digital sign
Download the email banner | Download the Spanish email banner

Update Your beneficiary.
Help your employees ensure their savings go to the people they want should something happen to them

Download the infographic | Download the Spanish infographic
Download the digital sign | Download the Spanish digital sign
Download the email banner | Download the Spanish email banner

Save 1% more.
Educate your employees on how saving just 1% more each year can make a big difference

Download the infographic | Download the Spanish infographic
Download the digital sign | Download the Spanish digital sign
Download the email banner | Download the Spanish email banner

Additional toolkits which include education and resources you can use to help engage and educate your newly enrolled participants.

Investing involves risk, including risk of loss.

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 you accept these terms and conditions on behalf of the organization.

For plan sponsor or investment professional use only.
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