Content Library

Digital and print communication materials promote enrollment, provide investment education and encourage engagement in the plan. Formats range from videos to brochures.

Topic categories include:

Getting Started

  Brochure/
Presentation
Email Flyer Postcard Poster
How Much Will You Need in Retirement? Watch video        
Enrolling Online     Download Flyer    
Maximize Your Retirement Savings!   Download Email      
How Can You Get From There to Here?   Download Email Download Flyer    
Rock Enroll   Download Email     Download Poster
IRS Indexed Limits    

Download Flyer

   
Make the Tax Code Work for You    

 

Download Flyer

Download Flyer (Spanish)

   
Give Your Savings a Workout         Download Poster
Easy Enroll/Increase

PowerPoint

PowerPoint (Spanish)

   

Easy Enroll w/ Roth, % or $

Easy Enroll, Pre-tax Only, % or $

Easy Enroll w/ Roth, %

Easy Enroll, Pre-tax Only, %

Easy Increase w/ Roth

Easy Increase, Pre-tax Only

Easy Increase, Pre-tax Only (Spanish)

Easy Enroll

Easy Enroll w/ Employer Match

Easy Increase

Easy Enroll (Spanish)

Easy Increase (Spanish)


Online Tools/Education

  Brochure/
Presentation
Email Flyer Postcard Poster
Your Retirement Plan Account is Just a Tap Away (Personal Savings Center App)   Download email Download flyer    
Quick Start Guide Download Brochure        
Accessing Your Retirement Account (Personal Savings Center)   Download Email

Download Flyer

Download Flyer (Spanish)

   
Personal Savings Center: Tools to Help you Prepare for Retirement Watch video        
Have You Done Your Homework?   Download Email     Download Poster
Need Help With Retirement Planning?   Download Email      
Retirement Planner     Download Flyer    
Go Online to Give Your Retirement Plan a Tune Up   Download Email      
Are Your Retirement Savings On the Right Track?   Download Email      


Investing Basics

  Brochure/
Presentation
Email Flyer Postcard Poster
Investing Made Easy

Asset Allocator Quiz1

Guided Portfolios Quiz2

       
Your Rate of Return Download Brochure        
Cash Equivalents, Bonds or Stocks - What's the Difference     Download Flyer    
3 Simple Steps to Build Your Retirement Portfolio (Asset Allocator)1   Download Email      
3 Simple Steps to Build Your Retirement Portfolio (Guided Portfolios)2   Download Email      
Market Volatility Survival Strategies   Download      
Asset Class Performance Table   Download      


Asset Allocation

  Brochure/
Presentation
Email Flyer Postcard Poster
Automatic Rebalancer   Download

Download

Download (Spanish)

   


Increasing Contributions

  Brochure/
Presentation
Email Flyer Postcard Poster
A 1% Increase in Your Retirement Savings Can Add Up   Download      
It Pays to Increase Your Contribution    

Download

Download (Spanish)

   
Start Small, Save Big   Download      


Mainspring Managed

  VIDEO/
Presentation
Email Flyer Postcard Poster
Introductory Video  View        
Saving for Retirement Just Got Easier   Download      
Get the Most Out of Your Mainspring Managed Service   Download      
Move Toward Retirement (Managed meeting invite)   Download      
Get Ready for Retirement the Easy Way    

Download

Download (Spanish)

   
Feeling the Weight of Retirement Planning?     Download Download Download
Hanging On When the Market Swings: How Mainspring Managed Can Help     Download    
How to Enroll if You're Already Participating in the Plan View        


Rollovers

  Brochure/
Presentation
Email Flyer Postcard Poster
Stay in Tune By Consolidating Your Retirement Accounts  

Download

 

Download

Download (Spanish)

 

   
Rollovers: Don’t Leave Your Savings Behind     Download    
Teach Your Savings a New Trick: Roll It Over         Download


Roth Options

  Brochure/
Presentation
Email Flyer Postcard Poster
Should You Consider a Roth Feature?     Download    
Is a Roth 401(k) Option Right for You?

Download

Download (Spanish)

Download      
Is a Roth 403(b) Option Right for You? Download Download      


Loans

  Brochure/Presentation Email Flyer Postcard Poster
Taking a Loan from Your Retirement Plan

Download

Download (Spanish)

       
Thinking About a Loan? Think Again. Watch video Download      
Online Loans and Distributions

Download (loans and distributions)

Download (distributions)

  Download    


Additional Topics

  Brochure/
Presentation
Email Flyer Postcard Poster
Is Your Retirement Plan Beneficiary Information Up-to-Date?   Download email Download flyer    

 

1 For plans currently using our Asset Allocator portfolio solution.

2 For plans currently using our Guided Portfolios portfolio solution.