For use by advisors and plan sponsors.
This library can help you drive awareness and engagement. You'll find emails, flyers, posters and videos that you can share or post on your benefits site.
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
- Rollovers
- Roth Options
- Loans
- Fees
- Beneficiaries
- Mainspring Managed
Getting Started
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Welcome to The Standard: Samples of All Posters | English Sample Poster (8.5" x 11") Spanish Sample Poster (8.5" x 11") | |||
| Welcome to The Standard: People Posters | English 8.5" x 11" Posters: English 11" x 17" Posters: Spanish 8.5" x 11" Posters: Spanish 11" x 17" Posters: | |||
| Welcome to The Standard: Places Posters | English 8.5" x 11" Posters: English 11" x 17" Posters: Spanish 8.5" x 11" Posters: Spanish 11" x 17" Posters: | |||
| How Much Will You Need in Retirement? | English Video | |||
| Why Enroll? | ||||
| Personal Savings Center: How to Create Your Account | English Email | |||
| How to Enroll Online | English Flyer | |||
| 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 | English Poster | ||
| IRS Indexed Limits | English Flyer | |||
| Make the Tax Code Work for You | ||||
| Give Your Savings a Workout | English Poster |
Online Tools & Resources
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Personal Savings Center App: Your Retirement Plan Account Is Just a Tap Away | English Email | English Flyer | ||
| Personal Savings Center: Quick Start Guide | ||||
| Personal Savings Center: Tools to Help You Prepare for Retirement | English Video | |||
| Enrich | English Email | |||
| Enrich and Health Advocate | ||||
| Have You Done Your Homework? | English Email | English Poster | ||
| Need Help With Retirement Planning? | English Email | |||
| Retirement Planner | English Flyer | |||
| Go Online to Give Your Retirement Plan a Tune Up | English Email | |||
| Are Your Retirement Savings On the Right Track? | English Email |
General Retirement Planning Strategies
| Topic | Video/PowerPoint | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Got Student Loan Debt? | English Email | English Flyer | English Poster | |
| Your Retirement Plan: Don't Pass Up the Perks | English Brochure | |||
| Future Health and Wealth | English Email | English Flyer | ||
| The Power of a Budget | English Email | English Brochure | ||
| Debt Management | English Email | |||
| Life Stages | English Email | |||
| It's Time to Catch Up on Retirement Savings | English Flyer | |||
| Saving for Tomorrow | English Email | |||
| Moving Toward Retirement | English Email |
Investing
| Topic | Video/Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Q&A: Gaining a Better Understanding of Inflation | English Flyer | |||
| Investing Made Easy | ||||
| Target Age® Portfolios | ||||
| Target Risk™ Portfolios | ||||
| Your Rate of Return | English Brochure | |||
| 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 | |||
| Market Volatility Survival Strategies | English Email | |||
| Asset Class Performance Table | English Flyer | |||
| Want to Change Your Investments Online? | English Video | English Email | ||
| Investing to Match Your Taste |
| English Poster | ||
| Navigating Specialty Sector Investing | English Brochure | |||
| Ride Out the Ups and Downs (Market Volatility) | ||||
| Automatic Rebalancer | English Email |
Increasing Contributions
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| A 1% Increase in Your Retirement Savings Can Add Up | English Email | |||
| It Pays to Increase Your Contribution | ||||
| Start Small, Save Big | English Email |
Rollovers
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Put Your Money in Motion | English Email | English Flyer | English Poster | |
| Stay in Tune By Consolidating Your Retirement Accounts |
|
| ||
| Rollovers: Don’t Leave Your Savings Behind | English Flyer | |||
| Teach Your Savings a New Trick: Roll It Over | English Poster |
Roth Options
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Should You Consider a Roth Feature? | English Flyer | |||
| 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
| Topic | Video/Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Taking a Loan From Your Retirement Plan | ||||
| Thinking About a Loan? Think Again. | English Video | English Email | ||
| Online Loans and Distributions | English Flyer |
Fees
| Topic | Video/Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| What You Need to Know About Fees | English Email | English Brochure |
Beneficiaries
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Is Your Retirement Plan Beneficiary Information Up to Date? | English Email |
Mainspring Managed
| Topic | Video/ Presentation | Flyer/Brochure | Postcard/Poster | |
|---|---|---|---|---|
| Introductory Video | English Video | |||
| Saving for Retirement Just Got Easier | English Email | |||
| Get the Most Out of Your Mainspring Managed Service | English Email | |||
| Move Toward Retirement (Managed meeting invite) | English Email | |||
| Get Ready for Retirement the Easy Way | ||||
| Feeling the Weight of Retirement Planning? | English Flyer | |||
| Hanging On When the Market Swings: How Mainspring Managed Can Help | English Flyer | |||
| How to Enroll if You're Already Participating in the Plan | English Video |