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 | Timing | Delivery Format |
| Touch 1: Eligible to enroll | Sent 0-3 days after Fidelity receives plan participant information | Email with post-card backup |
| Touch 2: Reminder to enroll | Two weeks after touch 1 | Email only |
| Touch 3: Reminder to enroll | Two weeks after touch 2 | Email with post-card backup |
| Abandoner touch | Sent to employees the day after someone who starts the online enrollment process and leaves before completing | 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 | English Email
Spanish Email Postcard |
| Sample Touch 2 | English Email
Spanish Email |
| Sample Touch 3 | English Email
Spanish Email Postcard |
| Sample Touch 4 | English Email
Spanish Email |
More Resources to drive employee engagement:
We've provided you a toolkit 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.
Your toolkit includes:
| Compound interest infographic | Show employees the benefit of a workplace savings plan and the power of small contributions
English | Spanish |
| One-pager | Encourage employees to enroll in their workplace savings plan
English | Spanish |
| Digital signage | Encourage employees to log in to their Fidelity accounts and take the next steps with their benefits. Leverage the editable PDF to tailor the message with specific details, such as adding your company logo, plan specific Fidelity phone # and the plan ERISA disclosure (if needed)
English Easy Enroll (PDF) | Easy Enroll (JPG) Standard Enroll (PDF) | Standard Enroll (JPG) Spanish Easy Enroll (PDF) | Easy Enroll (JPG) Standard Enroll (PDF) | Standard Enroll (JPG) |
| Wallet card | Prepare employees with everything they will need to get started with their benefits
English | Spanish |
| 401k/403b video | Help employees understand the value of a 401k/403b with this video:
Fidelity.com/401kRecipe Fidelity.com/recipe (Tax Exempt Plan version) |
| Other resources | Enrollment Short Intranet Copy
Article: What is a 401k/403b, anyways? |