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Educational Materials Library
Additional Education Tools
Asset Allocation Guide
This guide gives a more comprehensive overview of the asset allocation process. It will help participants understand their choices by explaining asset classes and mutual funds. It has a 5-question risk tolerance quiz that will help participants determine their investment mix based on attitude toward risk, time horizon, and overall investment goal.
View Asset Allocation Trifold brochure pdf
Kmotion Asset Allocation Guide
This is a 3-pie version based on conservative, moderate and aggressive allocations. This is used to help participants determine what kind of investor they are based on risk tolerance, time horizon and their investment goals. It also enables them to review a sample investment strategy based on their personal investor profile. The asset allocation insert is also available in Spanish.
Customized Asset Allocation Guide
This is a 5-pie version based on conservative, moderate, moderate growth, aggressive and aggressive growth. The pie charts can be customized to meet your requirements.
View Customized Asset Allocation 5-pie Insert pdf
Customized Model Portfolio Insert
This is a print-on-demand piece that can be customized with pie charts for your model portfolios and shows all underlying funds. Side 1 explains Model Portfolios and what they offer: convenience, professional management, and diversification. Side 2 is custom for your specific model portfolios.
Saving Needs Calculator
This is a two-panel slide calculator that shows various scenarios based on the accumulation phase for retirement. It helps participants determine how much they should save based on what percentage they are contributing, and how much they may have in 10, 20, and 30 years based on 6%, 8%, and 10% rates of return.
Rollover Brochure
This brochure explains retirement account distribution options. This piece is customized with appropriate phone numbers, Web sites, and any plan-specific information necessary.
"Accessing Your Account" Voice Response /
Retirement Web site Insert
This insert provides the participant with information on how to access his or her account by using the voice response system and retirement Web site. These inserts are also available in Spanish.
"Pearls of Wisdom" Insert
This resource guide that provides the participant with additional resources (books, magazines, and Web sites) about retirement saving and investing.
"Roth 401(k) Contributions" Q&A
A 15-question-and-answer insert that helps participants decide if Roth 401(k) contributions are right for them.
"Retirement Income Gap" Worksheet
Helps the participant to compare what they are estimating they will need and the amount they will actually need for a comfortable retirement. Participants complete a short worksheet to determine their retirement income gap and will discover what it will take to close the gap. This worksheet is included in the "Reinventing Retirement" workbook, and is available as a stand-alone piece. It is also available in Spanish.
"Hands On, Hands Off" Insert
Helps the participants to determine whether they are a "Hands On" or "Hands Off" kind of investor by answering five simple questions. This piece can be a stand-alone insert or included in the Plan Highlights and Fund Information Booklets if a plan contains model portfolios. This insert is also available in Spanish.