Fidelity Goal Booster^SM Ongoing Awareness Email Trigger

Make sure your employees are aware of the resources available to them to help them reach their savings goals beyond retirement.

Why Goal Booster?

Your employees may need help saving for foundational goals like emergency savings as well as other important goals like buying a new home, a car, or planning for a child’s education. In addition to managing the stress that can come with juggling multiple financial priorities, employees may be uncertain about what steps to take throughout the planning process, which can lead to inertia.

Goal Booster is a user-friendly online experience that can help employees set up savings goals and guides them through the process from start to finish—including goal creation, account opening, funding set-up, and ongoing tracking. One additional Goal Booster perk? Your employees can start saving toward their goals with small amounts and can increase that amount at any time.

Goal Booster Ongoing Awareness Campaign Details

What is the objective of this ongoing email trigger

The objective of this awareness email is to help ensure that your employees, who may be struggling to manage multiple savings goals beyond retirement, know that Goal Booster is a resource that can help them turn savings dreams into a tactical plan—and reality.

Who will receive this email?

This email trigger uses Fidelity predictive models to estimate when a Goal Booster-eligible employee has an emergency or short-term savings need. Models look at employee characteristics (balance, industry, etc.) and behaviors (NetBenefits.com logins, Fidelity representative phone interactions, etc.) to help determine which employees may have emergency or short-term savings needs.

Goal Booster-eligible participants who have an emergency savings need and are likely to open and fund an account for their emergency savings must also meet the following criteria:

Active participant in corporate market plans (balance < $100k), ages 18-50 OR
Active participant in tax-exempt market plans with a balance > 0 < $100k, ages 18-50

Goal Booster-eligible participants with a short-term savings need must also meet the following criteria:

Active participant in corporate market plans (balance < $2M), ages 18-50 OR
Active participant in tax-exempt market plans with a balance > 0 < $2M, ages 18-50

Employees with a terminated or retired status and employees who have already created a Goal Booster goal will be excluded.

When will these communications be sent?

This ongoing annual email trigger leverages predictive models to estimate when an eligible employee has a savings need that Goal Booster can help with (when the need is identified, an email is subsequently released).

Employees are only eligible to receive one Goal Booster awareness email per year.

The first emails will launch during the week of June 23, 2025.

What is the call to action?

Employees are encouraged to create their savings goal with Goal Booster.

Email samples:

Goal Booster (point solution only)

Goal Booster with payroll integration

Please note that clients who have the Goal Booster ongoing awareness email triggered enabled are not eligible to use the Goal Booster point solution launch email.