Newsletters

"Reinventing Retirement" Participant Newsletter

Contains information on current issues concerning retirement planning that empowers employees to participate in their retirement plan at the highest contribution level that they can afford. It provides practical guidance on savings techniques and day-to-day tools with which they can make their own informed decisions. The back page is designed with tips and resources that everyone can use. It includes issues for participants who are nearing retirement, common questions asked by retirement plan participants, resources and ideas to guide participants in their retirement planning efforts, quarterly reminders and basic financial terms.

View a Plan Participant Newsletter pdf

"Plan Sponsor Outlook" Newsletter

The goal is to keep plan sponsors informed of legislative and regulatory activities and issues, and how these activities and issues may affect the day-to-day operation of their retirement plan. Practical solutions, tools for planning ahead, and enhancing the understanding of the many complicated rules related to retirement plans are the underlying objectives. It includes timely topics and pertinent information on plan issues, Web resources, quarterly calendar of events and answers to plan sponsors' questions.

View a Plan Sponsor Newsletter pdf