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Educational Materials Library
Awareness/Promotion Tools
Posters
Posters are used provide helpful information on financial and retirement-related topics in a quick and reader-friendly format. Customization is available.
Postcards
Direct mail postcards are a great way to remind participants of the benefits their plan may offer, and encourage them to participate or increase their contributions. Postcards and flyers are customizable.
Payroll Stuffers
These list the benefits of participating in a retirement plan. They are sent to the plan sponsor so that they can be given to the employees to advertise an upcoming education workshop. The pre-meeting payroll stuffer is also available in Spanish.
