Celebrating Healthcare Workers this May

Fidelity is dedicated to helping to provide Healthcare workers the financial care they deserve on their terms so they can continue to provide the best possible patient care and support.

The healthcare workforce:

Carries the most student debt of any workforce¹
Has the highest hardship withdrawals, 2x higher than other nonprofit industry²

These financial stressors are compounded by a lack of financial resiliency and can result in a distracted workforce. Focusing on increasing financial resiliency among employees by increasing benefits engagement results in³:

37% less absenteeism among employees
50% increase in employee satisfaction

At Fidelity, we understand the time and effort your workforce puts into caring for others. Let us help you take care of their financial well-being.

WHEN WILL THIS COMMUNICATION BE SENT?

Fidelity will bring the top tools, resources, and one-on-one support straight to your employees’ inbox on May 1, 2025.

WHO WILL RECEIVE THIS CAMPAIGN?

Eligibility Criteria: Clients with participant advice and Financial Wellness

What is the communication objective? Encourage employees to engage in available complimentary resources when it is convenient to them to build their financial confidence and take steps towards becoming more financially resilient.

Who will receive these communications: Active participants age 18 or over with a balance greater than $0; Participants will receive one of three versions based on their Unified Customer Segmentation needs and mindset.

SAMPLE COMMUNICATIONS:

Email 1: For participants who may be overwhelmed with their financial situation and need help knowing where to start. This email drives towards our industry-specific landing zone where participants can explore the basics on several financial topics.

Email 2: For participants who are ready to take the next step in their financial journey and are looking for personalized help. This email will provide participants with a direct phone number or link to schedule an appointment with a Fidelity representative.

Email 3: For participants who are confident in their ability to manage their own finances without assistance. This email will provide a direct link, so participants have quick access to reviewing and updating their deferral selections.

CAMPAIGN RESOURCES

Download and use the following materials to drive awareness of this resource with your workforce.

ABOUT THE HEALTHCARE INDUSTRY LANDING ZONE, CHECK YOUR VITALS

From saving for the unexpected to tackling student debt, Fidelity.com/checkyourvitals is here to help healthcare workers create a care plan for their money with tips and tools that fit into their busy schedules. In just one streamlined site, you’ll find articles, videos and learning resources to help at every stage of their financial journey.

Visit Check Your Vitals

What’s New

Healthcare workers have unique financial needs and deserve a unique approach to improving their financial wellbeing that fits into their busy schedules. That’s why we’ve developed this three-part series to help your employees jump-start their financial confidence and start improving their financial outlook, today. This series tackles three top questions for healthcare workers: How to manage debt, Should I pay down debt or save for other goals? Is saving or investing right for me?