For use by advisors and plan sponsors.
This library can help you drive awareness and engagement. You'll find emails, flyers, presentations and videos that you can share or post on your benefits site. More menu options are at the top of this page, including workplace posters and information about our participant email campaigns and materials you can share to support those campaigns.
Contact your relationship manager if you have any questions or would like topic suggestions.
- Getting Started
- Online Tools and Resources
- General Retirement Planning Strategies
- Investing
- Increasing Contributions
- Catch-Up Contributions
- Rollovers
- Roth Options
- Loans & Distributions
- Fees
- Beneficiaries
- Mainspring Managed
Getting Started
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Save for Retirement | |||
| Personal Savings Center: How to Create Your Account | English Email | ||
| How to Enroll Online | English Video | ||
| Making It Easy to Save for Retirement | |||
| Maximize Your Retirement Savings! | English Email | ||
| How Can You Get From There to Here? | English Email | English Flyer | |
| Rock Enroll | English Email | ||
| IRS Indexed Limits | |||
| Saving for Retirement and Your Taxes |
Online Tools & Resources
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Personal Savings Center App: Your Retirement Plan Account Is Just a Tap Away | English Email | ||
| Personal Savings Center: Quick Start Guide | |||
| Personal Savings Center: Helping You Get on Track | English Video | ||
| Enrich | English Email | ||
| Enrich and Health Advocate | |||
| Retirement Planner | English Flyer | ||
| Go Online to Give Your Retirement Plan a Tune Up | English Email | ||
| Are Your Retirement Savings On the Right Track? |
General Retirement Planning Strategies
| Topic | Video/PowerPoint | Flyer/Brochure | |
|---|---|---|---|
| Got Student Loan Debt? | English Flyer | ||
| Your Retirement Plan: Don't Pass Up the Perks | English Brochure | ||
| Future Wealth and Health | |||
| The Power of a Budget | |||
| Debt Management | English Email | ||
| Life Stages | |||
| Saving for Tomorrow | |||
| Moving Toward Retirement |
Investing
| Topic | Video/Presentation | Flyer/Brochure | |
|---|---|---|---|
| Making Sense of Inflation | English Flyer | ||
| Investing Made Easy | English – Asset Allocator Quiz | ||
| TargetAge® Portfolios | |||
| TargetRisk™ Portfolios | |||
| Your Rate of Return | |||
| Cash Equivalents, Bonds or Stocks - What's the Difference | English Flyer | ||
| 3 Simple Steps to Build Your Retirement Portfolio (Asset Allocator) | English Email | ||
| 3 Simple Steps to Build Your Retirement Portfolio (Guided Portfolios) | English Email | ||
| Asset Class Performance Table | English Flyer | ||
| Investing to Match Your Taste |
| ||
| Navigating Specialty Sector Investing | English Brochure | ||
| Ride Out the Ups and Downs (Market Volatility) | |||
| Automatic Rebalancer |
Increasing Contributions
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Step-Up Savings Builds Your Account | |||
| A 1% Increase in Your Retirement Savings Can Add Up | English Email | ||
| It Pays to Increase Your Contribution | |||
| Start Small, Save Big | English Email |
Catch-Up Contributions
| Topic | Video/ Presentation | Flyer/Notice/Form | |
|---|---|---|---|
| It's Time to Catch Up on Retirement Savings | |||
| Notice for highly paid individuals - plans with deemed Roth | |||
| Notice for highly paid individuals - plans with Roth | |||
| Notice for highly paid individuals - plans with pre-tax only | |||
| Acknowledgement form for highly paid individuals - plans with deemed Roth | |||
| Acknowledgement form for highly paid individuals - plans with Roth |
Rollovers
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Put Your Money in Motion | English Email | English Flyer | |
| Stay in Tune By Consolidating Your Retirement Accounts |
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| Rollovers: Don’t Leave Your Savings Behind |
Roth Options
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Should You Consider a Roth Feature? | |||
| Is a Roth 401(k) Option Right for You? | English Email | ||
| Is a Roth 403(b) Option Right for You? | English Email | English Brochure |
Loans & Distributions
| Topic | Video/Presentation | Flyer/Brochure | |
|---|---|---|---|
| Taking a Loan From Your Retirement Plan | |||
| Thinking About a Loan? Think Again. | English Video | English Email | |
| Online Loans and Distributions | |||
| Distribution Options (for plans allowing online distributions) | |||
| Natural Disaster Distributions (if plan allows) | |||
| Domestic Violence Distributions (if plan allows) |
Fees
| Topic | Video/Presentation | Flyer/Brochure | |
|---|---|---|---|
| What You Need to Know About Fees | English Email | English Brochure |
Beneficiaries
| Topic | Video/ Presentation | Flyer/Brochure | |
|---|---|---|---|
| Is Your Retirement Plan Beneficiary Information Up to Date? |