Fidelity Goal Boostersm Engagement Toolkit

Help employees start and build their emergency savings and other non-retirement savings goals with Fidelity Goal Booster.

Fidelity Goal Booster is a free, digital saving and investing experience designed to help employees save for goals outside retirement, including emergency savings. Its goal-based approach creates clarity and accountability to help savers stay focused.

If you currently do not offer Fidelity Goal Booster to your employees, contact your Fidelity Managing Director to learn more.

First, decide if you would like to focus only on the emergency savings goal type through the streamlined path https://fidelity.com/emergencysavings, or the broader range of non-retirement savings goals at https://fidelity.com/goalbooster.

Goal Booster Emergency Savings

Marketing Materials for Emergency Savings
We’ve put together a collection of our most popular materials to help you get started promoting Goal Booster Emergency Savings digitally and on-site. Digital signs and posters here drive employees to https://fidelity.com/emergencysavings, which is a streamlined path to an emergency savings goal.

Goal Booster for Savings Goals

Marketing Materials for Additional Non-Retirement Savings Goals
Digital signs and posters here drive employees to https://fidelity.com/goalbooster, which is the main point of entry to Goal Booster, featuring a variety of savings goals, including saving for a home, a vacation, a growing family, a new car, and other important life milestones.

Employee Videos

Emergency Savings-Focused Video
URL: https://www.fidelity.com/go/goalbooster
Encourage your employees to start and save in an emergency fund with this ~1 minute video. The above URL can be shared with employees and embedded in participant-facing materials.

Video Series: Fidelity’s How You Money
URL: https://site-63293249.bcvp0rtal.com/
Provide your employees access to an engaging and informative video series from Fidelity. How You Money is a set of hosted videos on topics from emergency savings to tackling debt and money fundamentals.

Employer Materials

Goal Booster - Goal Learnings to Date
Single page overview of Goal Booster savers, how much they are saving on average, what they are saving for, and more.

For plan sponsor use only.

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

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