Digital Contact Information employee engagement toolkit

Accurate digital contact information is crucial.

When we have your participants updated digital contact information, they can access their accounts more securely from any device, any time. And Fidelity can quickly contact them to verify certain online account activity.

Access resources (email templates, posters, etc.) you can share with your participants to promote online security best practices.

Other Resources for Plan Sponsors

With an eye on increasing both the security and convenience of your participants' experience—and to provide safe, efficient, and timely communications—Fidelity is enabling sponsors to share participants’ select digital contact information in an easy, one-time upload. This is a good way to ensure Fidelity can reach your employees and protect their accounts.

Refer to this guide for setting up digital contact information and to learn about the Department of Labor's electronic delivery safe harbors for satisfying ERISA's disclosure delivery requirements for retirement plans.