Help your workforce kick-start 2022 with a financial wellness mindset

Support to help employees meet and exceed their financial resolutions.

Whether it’s to save more, spend less, or pay down debt, 7 out of 10 Americans are making financial resolutions this year1. Use these resources to help your employees reach their 2022 financial goals.

Help Getting Started

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The Start the Year Off Workshop will help your employees who are looking to understand financial basics learn how they can take control of their debt, build an emergency fund, and get organized for the upcoming tax season. Use to invite your employees.

Boost your employees’ ability to save for short-term goals. Saving money is always a top New Year’s resolution. Goal Booster can help employees stay on track. And, it’s free to you. Consider promoting this as part of America Saves Week.

Help for Planned and Unplanned Events

We continue to evolve resources to help your employees and their families navigate life’s big changes—whether expected or unexpected.

We’ve deepened our support with a new life event topic and tool focused on caring for someone with special needs. Employees can learn about their options to advocate for their loved one, considerations to build their financial independence, see the numbers behind such decisions, and how to meaningfully weigh the trade-offs before stepping away from the workforce. Navigate and promote life events within your own workforce.



Help to Encourage Meaningful Engagement

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We continue to ramp-up real-time help. Now, employees that complete the financial wellness check-up will receive an email within 24 hours. The resources provided within the email are personalized to capture what is on the minds of your employees.


If you have questions or want to activate any of the above resources, please contact your Managing Director.

1 2022 Financial Resolutions Study, Fidelity Investments, December 2022

2 “Small Victories,” Fidelity Investments Thought Leadership, December 2022. (link to piece)

For Plan Sponsor and Investment Professional use.

Approved for use in Advisor and 401(k) markets. Firm review may apply.

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

© 2021 FMR LLC. All rights reserved.

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