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Investment Help/Personalized Planning & Advice Awareness Campaign

sponsorcqa.fidelity.com · 242 words · saved by 1 readers

Fidelity® Personalized Planning & Advice provides your employees with a professionally managed retirement strategy based on their retirement goal, preferences, and unique financial situation. This campaign drives engagement and awareness to help your employees consider if Personalized Planning & Advice is right for them. Communications The Investment Help / Personalized Planning & Advice awareness campaign will be comprised of up to three emails during the month of June 2025: June 3rd – email 1 June 17th – email 2 June 24th – email 3 Campaign Incentive Should your employees determine Personalized Planning & Advice is right for them, they can enroll by June 27, 2025, and we’ll waive the advisory fee for the first 90 days.1 Target Audience Active participants with a balance in their savings plan and term participants (with a balance over $5,000) in plans that offer Personalized Planning & Advice and are not currently enrolled. Download and use the following materials to drive awareness a

Provide your employees with a professionally managed retirement strategy based on their retirement goal, preferences, and unique financial situation. This campaign drives engagement and awareness to help your employees consider if PP&A is right for them. Overview of campaign Personalized Planning & Advice awareness campaign will be comprised of up to three emails during the month of June . Target Audience Active participants with a balance in their savings plan and term participants (with a balance over $5,000) in plans that offer Personalized Planning & Advice and are not currently enrolled.

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