Women’s History Month Campaign Creative and Workplace Toolkit


Women are charting their paths by prioritizing long-term savings and maintaining a plan to reach their goals. Many are searching for more ways to put financial health at the center of their overall well-being, and relatable money lessons and inspiration can help your employees do just that.

Nearly 2-in-3 women have a financial plan in place and 47% are committed to saving more in 2026. 1

Women are looking for:

  • More strategies to help cut down on spending and strengthen their savings plan to support long-term goals
  • Opportunities to cultivate meaningful careers through mentorship and recognition
  • Actionable steps to help increase savings, invest wisely, and create space in their lives for what’s important

Join us for special Women’s History Month programming that makes it easier for employees to invest in their personal and financial wellbeing. Explore events and resources designed to help women make the most of their futures—proving true wealth isn’t just about numbers, it is about confidence, clarity, and the opportunity to thrive.

Women Talk Money 2026 Women's History Month Series

Starting March 11th

Mindy Kaling (Tony Award-winning and Emmy-nominated writer, producer, and actor) and Shonda Rhimes (award-winning writer, producer, and CEO of Shondaland) join Fidelity’s Women Talk Money team this March.

Check out the event registration hub for more details.

WHEN WILL THIS COMMUNICATION BE SENT?

The single-touch email launches March 3rd

Sample email

WHO WILL RECEIVE THIS CAMPAIGN?

Eligibility Criteria: Clients with participant advice and Financial Wellness

What is the communication goal? Encourage employees to engage in our March programming and resources (some of which will be on Fidelity.com) that provide them with actionable steps to work toward their next money goal. Who will receive these communications: Active women participants age 18 or over with a balance greater than $0; women participants age 18 or over with a minimum balance of $1,000 who have been separated for a minimum of 75 days. Executive Services clients. If gender data is not provided by the employer or available, those participants will also receive the communication.

Email distribution hierarchy: Employee-provided email address, Employer-provided email address (not used with separated participants).

EMPLOYEE ENGAGEMENT TOOLKIT

Download and use the following materials to drive awareness and engagement with your workforce*.  

EMAIL For easy email communications, reminders, and promotion

NEWSLETTER CONTENT For your organization’s newsletter, intranet sites, or other employee communications

DIGITAL SIGNAGE For driving engagement in employee environments

ADDITIONAL RESOURCES FOR EMPLOYERS

Insights and trends to help you lead a successful, forward-thinking benefits program.

The evolution of retirement: Women’s hopes and hurdles

How employers can support women in achieving their retirement goals.

Women & Money Study

A 2025 study examining how women are managing their money while navigating significant life events.

7 steps employers can take to support women in the workforce

Resources for employers focused on workplace well-being for women.

* By using these communications, you represent that you are an authorized representative of the organization for which you are copying, distributing, posting or otherwise using the Fidelity prepared communications above and on behalf of such organization accept the terms and conditions included in Terms for Client Usage located here: http://go.fidelity.com/TermsForClientUsage.

1 Fidelity Investments 2025 Women & Investing Study

Investing involves risk, including risk of loss.

Views expressed are as of the date indicated, based on information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

The third-party trademarks and service marks appearing herein are the property of their respective owners.

The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

For plan sponsor and investment professional use only.

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