Campaign Overview

Saving is one of the most important things an employee can do to prepare for their future, and they don’t have to go it alone. Fidelity wants to help drive awareness and education on the “do it for me” solutions for those who are investing on their own.

For those employees who are managing their own retirement savings but may no longer want to—they have options. Through this campaign they will learn about two strategies where an investment professional can take on the day-to-day responsibility of managing their retirement savings through a managed account or single fund approach. Your employees can leave it to the professionals and feel confident as they help them reach their goals.

Campaign Details

Who’s included: All active and term participants in plans that offer Fidelity’s managed account service who are not already enrolled and investing on their own.

How we’ll communicate: This multi-channel campaign includes an email and messaging on NetBenefits®.

When: Week of Oct. 28, 2024

View email samples:                                                                                                                                                                                                                                                                                                                                (Participants will receive one of the following email versions)

  • Unengaged version – participants who have not logged in or contacted Fidelity for at least one year


Investing involves risk, including risk of loss.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Target Date Funds are an asset mix of stocks, bonds, and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed. Investment Help/Professional Management Campaign

Fidelity® Personalized Planning & Advice at Work is a service of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC. Both are registered investment advisers, are Fidelity Investments companies and may be referred to as "Fidelity," "we," or "our" within. For more information, refer to the Terms and Conditions of the Program. When used herein, Fidelity Personalized Planning & Advice refers exclusively to Fidelity Personalized Planning & Advice at Work. This service provides advisory services for a fee.

Effective March 31, 2025, Fidelity Personal and Workplace Advisors LLC (FPWA) will merge into Strategic Advisers LLC (Strategic Advisers). Any services provided by FPWA as described above will, as of March 31, 2025, be provided by Strategic Advisers. FPWA and Strategic Advisers are Fidelity Investments companies.

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

©2024 FMR LLC. All rights reserved.

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