Financial Wellness − Point Solutions

Products and services from Fidelity and third-party providers to help meet the needs of your employees during life’s biggest events

As part of our Financial Wellness offering, we provide a holistic suite of solutions and support designed to improve the financial confidence and well-being of your unique workforce.

From buying a home to doing taxes, planning for college, even legal assistance and estate planning, we can connect your employees with leading industry providers to help them confidently make financial decisions. These providers are selected based on their value to employees and their alignment with Fidelity goals, and we take detailed steps to vet, onboard, and monitor employee engagement.

Learn about the Point Solutions
Factsheets below provide plan sponsors an overview and key benefits to help you determine the solutions to provide your workforce. The offering is flexible—you can select one or all the Point Solutions that you feel could be most valuable to your employees.

Talk to your Fidelity representative to ensure your employees have access to the solutions that suit your firm’s needs.

Navigating the college journey
•    Kaplan- college test preparation services
•    ACT- college test preparation
•    Collegewise- admissions counseling
•    Credible- access to student loans and refinancing
•    Fidelity 529 Savings- flexible, tax-advantaged accounts designed specifically for education savings

Buying or selling a home
•    HomeStory- licensed real estate agents
•    HomeAdvisor- home repair and improvement
•    Fidelity Mortgage Referral Program- mortgage origination or refinance

Caring for aged, loved ones
•    Alska- helping caregivers stay organized
•    Wellthy-personalized support from expert care coordinators

Special needs
•    Fidelity Attainable- savings plans for individuals with disabilities

Protection
•    EverSafe-protecting families and seniors from fraud
•    IDnotify- protect, secure, and restore your identity
•    Fidelity Term Life Insurance- protection for your loved ones
•    Fidelity Medicare Services^® - compare and enroll in Medicare coverage with help from Fidelity experts.

Legal support
•    Avvo- Online Specialized Attorney Directory
•    NotaryCam- get documents notarized online

Managing estate planning
•    Fidelity Estate Planner- collect and organize information to create or update an estate plan

Tax preparation
•    TurboTax- tax prep help

Debt
•    - counseling services for credit card debt

Charitable giving
•    Fidelity Charitable- connecting personal goals to your charitable interests and tax considerations

Save and spend
•    Fidelity Goal Booster- help saving for short-term goals, including emergency savings
•    Fidelity Cash Management- manage your cash and spending alongside your investments
•    Fidelity Youth Account- learn to save, spend and invest for teens

Connecting Employees to Point Solutions
As Point Solution(s) are enabled by your firm, employees can access them from the Marketplace Work Perks page—part of the participant experience on NetBenefits. This page provides access to all of an employee’s entitled Fidelity and third-party solution websites in one place. Note: NetBenefits login required.

To boost employee engagement, you can use the marketing resources & toolkits below to help drive awareness of certain solutions available as part of their workplace benefits.

•    Turbo Tax Toolkit for Employee Engagement
•    Fidelity Goal Booster Engagement Toolkit
•    Fidelity Charitable Employee Engagement Toolkit