Investment Strategies Campaign

Campaign Overview
When it comes to saving for retirement, lifestyle, financial situation, and risk tolerance can change over time. That’s why it’s important for employees to review their investing strategy regularly and make sure that it still meets their goals.

Campaign Details
Our goal: Help employees understand how their retirement savings are invested today and provide them with resources to explore options available through their plan that supports them in determining a strategy that aligns with their goals.

Who’s Included: DC plan participants who are:
  • Not invested in Target date funds (participants who have chosen their own investments)
  • 100% in a target date fund through auto enrollment
  • 100% target date fund (self-selected TDF)
  • Invested in a mix of target date funds and other investments
  • Invested in multiple target date funds
How we’ll communicate: One touch email

When: Week of September 29th

Email Samples: Investment Strategies

Investing involves risk, including risk of loss.

For plan sponsor and investment professional use only.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Target Date Funds are an asset mix of stocks, bonds, and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Principal invested is not guaranteed.

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

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