Enhanced Enrollment Experience Employee Toolkit

Fidelity’s enhanced enrollment experience is designed to help your employees maximize their benefits offered through their workplace savings plan to support their financial goals and total well-being. Our dynamic enrollment experience meets employees where they are, with a digital first approach leveraging targeted messages in both email and on NetBenefits^®, as well as using a QR code and SMS text messaging on post-cards.

We believe a coordinated approach will help drive the most employee engagement. Below we've provided you some of the Enhanced Enrollment Experience's features to leverage through your internal channels with employees as appropriate.

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, multi-touch enrollment campaign, and EasyEnroll 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

What is the call to action?

Targeted messaging based on your employee’s needs and your plan design to provide education and setup expectations for enrolling, including:

Enrollment links that send employees to either standard enroll or EasyEnroll
Callout for those who will be auto-enrolled
Expectations for those who need to register as a new user in NetBenefits
Setting up your savings, including consideration for company match and Easy Enroll (if applicable)
Setting up your investments, including consideration for company stock (if applicable)
Links that send employees to the digital plan highlights page in NetBenefits
Touch 1 is designed to help plan sponsors meet their ERISA regulatory obligations, and includes a statement that the plan intends to be a 404(c) plan

How are the communications delivered?

Employee-provided email (if provided consent to send legally required information electronically), employer-provided emails flagged as safe harbor, print back-up if applicable.

Timing

	Touch 1: Eligible to enroll	Touch 2: Reminder to enroll	Touch 3: Reminder to enroll	Abandoner touch
Timing	Sent 0-3 days after receiving participant information	Two weeks after touch 1	Two weeks after touch 2	Sent to employees the day after someone who starts the online/EasyEnroll enrollment and leaves before completing
Delivery Format	Email with post-card backup	Email only	Email with post-card backup	Email only

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.