Your financial wellness dashboard in NetBenefits^®

Financial decisions can be complex, and managing diverse financial needs can sometimes be a significant challenge for your employees.

To alleviate this stress and empower informed decision-making, Fidelity is committed to continuously improving and modernizing our digital experiences. From needs to action, our digital experience meets your employees where they are in life, allowing them to access a holistic suite of financial strategies and support - whether they are at their desk or on the go via the NetBenefits^® app.

We’re excited to announce the launch of Your financial wellness dashboard in NetBenefits^® to all clients that have Planning Summary enabled. This new dashboard will streamline your employees’ financial wellness journey by better aligning planning tools and resources to their needs like retirement, spending, debt management, and saving. It offers:

An easy-to-use planning experience that replaces planning summary. A centralized place serving up tools, resources and education tailored to your employees’ unique and expansive needs. The ability to set and track financial goals and choose investment strategies that meet their needs.

As the workforce evolves, supporting employee’s financial wellness is key to fostering a motivated and productive workforce. Fidelity’s financial wellness dashboard helps your employees connect the dots on their financial wellness journey and set a clearer path that gives them confidence at every step. Check out this employee engagement toolkit to drive awareness and impact with your employees.

To learn more, please contact your Fidelity representative.