FidBits Newsletter

Engaging employees with timely resources and education about their benefits and their money.
  • Sent 8 times per calendar year
  • Features timely topics and reminders, delivered directly to your employees
  • Employer opt out offered in advance

Campaign details

Delivers foundational financial information and benefits utilization tips, covering short- and long-term goals, and educational resources.

Plan Participants are invited to attend a workshop, learn about a financial or benefits topic, read an article, use a calculator or tool, or watch a video.

Applicable to all employees with a focus on foundational financial information and benefits utilization.

How to opt-in to the FidBits Campaign

When will these communications be sent?

  • The next edition will launch at the beginning the week of September 1, over the course of four days. Make your opt-in/out election before August 21.
  • The FidBits Newsletter is delivered twice each quarter and your most recent election is retained until you make a new election on this campaign.

Who is eligible?

  • Active participants, age 18+, balance of > $0 and eligible to contribute
  • Separated Participants, age 18+, balance > $1K and separated > 45 days OR those who have opted in to Stay in Plan

What messages are available?

  • The FidBits Newsletter features timely, seasonal, and relevant reminders and education. Priority is given to benefits and financial essentials-related content on topics including short-and long-term saving, investing, retirement, loans and withdrawals, life events, and personal finance.
  • Creative review is available during the opt-in/out period. See creative samples for the two age-based versions for our next edition of FidBits below for your consideration.

SAMPLE COMMUNICATIONS

For plan sponsor use only.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

©2022-2023 FMR LLC. All rights reserved.

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