Fidelity Goal Boostersm Engagement Toolkit
Help your employees start and build their savings goals beyond retirement with Fidelity Goal BoosterSM.
Why Goal Booster?
Goal Booster is a free, digital saving and investing experience designed to help employees save for goals outside of retirement, including emergency savings. Its goal-based approach creates clarity and accountability to help savers stay focused.
If you currently do not offer Goal Booster to your employees, but are interested in learning more, please contact your Fidelity Managing Director.
If you recently enabled Goal Booster, talk to your Fidelity Communications Consultant about using the one-time Goal Booster launch email to help promote the launch of the new experience. Post-launch, we encourage enabling the Goal Booster ongoing awareness email to continue to generate awareness of this resource with new hires and established employees (please note that the Goal Booster launch email is not available for use if the Goal Booster ongoing awareness email is already enabled).
Employee-facing marketing materials for plan sponsor use
Goal Booster for general savings goals
Promote a range of Goal Booster savings goals beyond retirement with the toolkit materials listed below. Digital signs and posters here drive employees to Fidelity.com/GoalBooster, which is the main point of entry to Goal Booster. This path features a variety of savings goals, including saving for a home, a vacation, a growing family, a new car, and other important life milestones. Emergency savings and college savings are also available for employees to select from this path.
Goal Booster main link: Fidelity.com/GoalBooster
Goal Booster for emergency savings
We’ve put together a collection of our most popular materials to help you get started promoting Goal Booster for emergency savings digitally and in your on-site communications. Digital signs and print posters here drive employees to Fidelity.com/EmergencySavings, which is a streamlined path to an emergency savings goal.
Direct link for emergency savings goals: Fidelity.com/EmergencySavings
Goal Booster for college savings
We’ve applied the same great end-to-end goal management experience that we’ve created for other savings goals to college savings. For the college savings goal type in Goal Booster, employees are guided through 529 plan information to help them determine if this type of an account is a fit for their college savings goal. Digital signs here drive employees to Fidelity.com/GoalBoosterCollege.
Direct link for college savings goals: Fidelity.com/GoalBoosterCollege
Employee videos
Emergency savings-focused video
Link: https://www.fidelity.com/go/goalbooster
Encourage your employees to start and build their emergency savings with this ~1 minute video. The above URL can be shared with employees and embedded in participant-facing materials.
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.
Employee article
Save smarter: 5 steps to help achieve your financial goalsShare this article with your employees to help them learn best practices for saving and how to create and build their emergency savings.