Financial Capability Month & America Saves Week Toolkits

Knowledge is power – especially when it comes to money. Yet, many people feel that a lack of financial know-how has led to mistakes that have cost them.1

At Fidelity, we understand that money basics are key to helping your employees feel more confident and in control of their money and their future. We’ve put together tools, workshops, and resources to help them learn at their own speed - wherever they’re at on the path to financial wellness.

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April is Financial Capability Month and now includes America Saves Week (April 7-11). The month is about helping your employees build the knowledge and habits they need to feel more in control today and ready for the future they want.

You’re creating a supportive environment where your employees can truly thrive. Encourage your workforce to build stronger financial habits and show your investment in their well-being and long-term success. Help them take the next step toward progress with the materials below.

Financial Capability Month Resources

Download and use the following materials to help drive engagement with educational tools, resources, and workshops on Financial Wellness Central (NetBenefits).

Email
Poster (PDF | PPT)
Digital Signage (PDF | PPT)
Newsletter/Social Media
Learn the Lingo in 30 Days Calendar

America Saves Week Resources

Download and use the following materials to help your employees save more and prepare for the unexpected.

Toolkit for plans with Goal Booster:

Email
Poster (PDF | PPT)
Digital Signage (PDF | PPT)
Newsletter/Social Media
Workshop Flyer

Toolkit for plans without Goal Booster:

Email
Poster (PDF | PPT)
Digital Signage (PDF | PPT)
Newsletter/Social Media
Workshop Flyer

References:

1 National Financial Educators Council Cost of Financial Illiteracy, December 26-30th, 2024 Survey

2 Fidelity’s Financial Wellness Checkup of 371,677 active and engaged workplace participants from January 1, 2024 to November 30, 2024.

3 National Endowment for Financial Education, Financial Education Access, May 12-16, 2022 Poll

FOR PLAN SPONSOR AND INVESTMENT PROFESSIONAL USE ONLY.

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