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Educational Materials Library
Customized Materials
Customized Postcards and Flyers
These pieces provide plan-specific postcards and information on a variety of topics, such as eligibility to enroll, increasing contribution percentage, asset allocation and model portfolios. They are also available in Spanish
"7 Valuable Reasons To Start Saving Today" Insert
This insert provides the participant reasons to save in their retirement plan. Reasons include automatic payroll contributions, pre-tax savings, tax-deferred compounding, company match, you’re in total control -- retirement Web site and voice response system information;, freedom of choice with a diverse menu of investment options, and portability. This insert is also available in Spanish.
Custom Model Portfolio Insert
This is a one-page resource which shows an overview of the custom model portfolios available in the plan. In a chart format, outlined are the asset classes, fund names and asset allocation percentages of the funds that comprise the model. The asset allocation percentages are also shown in a pie chart format. This insert can be customized further by adding the company's plan name and logo
"Reinventing Retirement" Video / DVD
This DVD may be used as a supplement to a face-to-face enrollment workshop or as a self-enrollment tool. It’s a good option for plans that have multiple, remote locations with only a few employees at those locations. The theme of the video is "What are your Dreams in Retirement" and runs 11 minutes. The video also features testimonials throughout from four individuals who represent age groups 20s, 30s, 40s and 50s. It can be customized further with your company’s logo and plan-specific information at the end for a fee. Learning topics include:
• Social Security
• Time in retirement, life expectancy
• Personal investment strategy to achieve financial goals in retirement -- how long until you need the money, ability to handle risk, current lifestyle and financial situation, and kind of life you want in retirement
• Budgeting -- what keeps people from saving more and ways to save more
• Impact of inflation
• Power of time and the Rule of 72
• Diversification