FidBits Newsletter

FidBits is Fidelity’s Workplace financial wellness newsletter, engaging employees with timely resources and education about their benefits and their money.
  • Sent 8 times per calendar year
  • Deployed by Fidelity in January, February, April, May, July, August, October, and November to align with seasonal benefits and money themes
  • Employer opt out offered in advance of each FidBits edition

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.

Features content on Fidelity NetBenefits®, and other Workplace platforms.

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

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 January 12th, over the course of four days. Make your opt-in/out election before December 17th.
  • 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?

• New for 2026, FidBits now has 6 versions for your review ahead of each issue, including specific content selected for unengaged* participants.

• FidBits now directs plan participants to NetBenefits (web and mobile app), and the many pre- and post-login digital experiences available there. No other Fidelity content sources will be featured in FidBits, a change implemented in the January 2026 edition.

• Messages in FidBits are prioritized and segmented based on:

○ Whether or not a participant engaged with NetBenefits within the past year

○ Age, now divided into three groups (18-35, 36-54, 55+)

• Creative review is available during the opt-in/out period. See engagement- and 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

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