Helping faculty and staff take control of their money
Higher education employees are taking advantage of the retirement plans provided by their employers and saving at rates that exceed Fidelity’s recommended 15%.1 While most higher education employees are on track with long-term retirement goals, short-term money goals may be falling behind.
Recent reports indicate that faculty and staff are facing increasing challenges with financial confidence and wellness.
When asked about their financial situation2:
- 32% feel stressed about their current financial situation
- 50% say they are just getting by or feeling overwhelmed about their spending
- 57% are overwhelmed about saving for emergencies, with nearly half having less than 3 months of savings
Fidelity is ready to help faculty and staff better plan for the short- and long-term by giving employees confidence to make informed financial decisions.
WHEN WILL THIS COMMUNICATION BE SENT?
Fidelity will send your employees the top tools, resources, and one-on-one support straight to their inboxes the week of February 23, 2026
WHO WILL RECEIVE THIS CAMPAIGN?
Eligibility Criteria: Clients with participant advice and Financial Wellness enabled, and Universal Workshops enabled
What is the communication objective? Encourage employees to engage available complimentary resources when it is convenient for them to build their financial confidence and take steps toward becoming more financially resilient.
Who will receive these communications: Active participants ages 18 and over with a balance greater than $0 and terminated participants; participants will receive one of the three email samples below based on age. Participants of education only plans and all terminated participants will only see emails that do not include the phone number.
SAMPLE COMMUNICATIONS:
The email for participants age 55+ features a live education opportunity featuring Fidelity associates as part of the annual AROHE Virtual Webinar Series, sponsored by Fidelity. The virtual series is free for all Fidelity participants—no AROHE membership required.