Fidelity Goal BoosterSM | Payroll Integration

Employee engagement ideas for employers who complete the payroll deduction integration with Goal Booster, enabling easier goal funding.

Goal Booster’s payroll integration allows forward-thinking employers to help make it easier for their employees to save for important goals outside of retirement, including emergency savings. This integration also enables employers to help fund their employees’ goals.

Fidelity Goal Boostersm Plan Sponsor Overview
This short set of slides explains how Goal Booster works in more detail, including the payroll integration.
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Employee engagement toolkit
Please note that these materials are only for use with employers who have completed payroll integration with Goal Booster.

Download and use the following materials to help drive awareness and engagement with Goal Booster. These communications highlight the ease of creating and funding a goal directly from the employee’s paycheck.

Dog in cone

Image is for illustrative purposes only.

What's in the toolkit:

Launch email Use this email template to share the new capability with your employees.
Download here
Reminder email Optional reminder email template to use with employees 60 to 90 days after releasing the launch email.
Download here
Digital signage Electronic poster for use on office screens.
Download here
Poster (option 1) Poster for use on intranet sites (electronically) or in break rooms (printable).
Download here
Poster (option 2) Poster for use on intranet sites (electronically) or in break rooms (printable).
Download here
Sample newsletter language Share the news of this Goal Booster capability in your company’s internal communications.
Download here
Sample NetBenefits notifications Sample messaging for use on NetBenefits.com or internal intranet sites.
Download here

Additional Goal Booster employee promotional materials are available in the general Goal Booster employee engagement toolkit (these materials do not include reference to payroll integration).

AVAILABILITY

  • Any employer who has turned on Financial Wellness can enable Goal Booster as a point solution today. Employers who are interested in learning more about the payroll integration in Goal Booster should contact their Fidelity account team.

For plan sponsor and investment professional use only.
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