Enhanced Enrollment Experience Employee Resource Page
Fidelity’s enrollment experience is designed to help your employees maximize benefits offered through their workplace savings plan. Our dynamic experience meets employees where they are, with a digital first approach leveraging the targeted messages shown below.
Enhanced Enrollment Email Campaign
- Multi-touch email campaign, with post-card back up if there is no email address on file
- Each email contains a button at the top to allow participants to view a Spanish translated version of the email in their web browser
- Replaces any previous enrollment guides or enrollment email communications
Who will receive this campaign?
- Employees who are newly eligible to enroll
- The targeted enrollment communications stop as soon as an employee:
- Enrolls through any method
- Is within six days of being auto-enrolled
- Opts out of auto-enroll
- Is for any other reason no longer eligible to enroll
How are the communications delivered?
- Communications are sent for each touch through checking the following order: Employee-provided email (if provided consent to send legally required information electronically), employer-provided emails flagged as safe harbor (if no employee-provided email address on file), post-card back-up if no valid email address on file (as applicable per touch).
- Note that touch 1 meets ERISA regulatory obligations, and includes a statement that the plan intends to be a 404(c) plan.
Timing
|
Touch 1: Eligible to enroll |
Touch 2: Reminder to enroll |
Touch 3: Reminder to enroll |
Abandoner touch |
|
|
Timing |
Sent 0-3 days after Fidelity receives plan participant information |
Two weeks after touch 1 |
Two weeks after touch 2 |
Sent to employees the day after someone who starts the online enrollment process and leaves before completing |
|
Delivery Format |
Email with post-card backup |
Email only |
Email with post-card backup |
Email only |
Fidelity-deployed Enhanced Enrollment campaign content
Please Note: Each email contains a button at the top to allow participants to view a Spanish translated version of the email in their web browser. Below are communication samples, including the Spanish translations.
- Sample Touch 1 Email
- Sample Touch 1 Email (Spanish)
- Sample Touch 1 Postcard
- Sample Touch 2 Email
- Sample Touch 2 Email (Spanish)
- Sample Touch 3 Email
- Sample Touch 3 Email (Spanish)
- Sample Touch 3 Postcard
- Sample Abandoner Email
- Sample Abandoner (Spanish)
Other Resources:
We believe a coordinated approach helps drive the most employee engagement. Below we've provided you some materials that can be used as part of an internal communications strategy (or stand-alone), to help your employees understand how to enroll in their workplace savings plan.
- Show employees the benefit of a workplace savings plan and the power of small contributions
- Prepare employees with everything they will need to get started with their benefits
- Help employees understand the value of a 401k/403b with this video:
- Fidelity.com/401kRecipe
- Fidelity.com/recipe (Tax Exempt Plan version)