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 Stuffer
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  
Get On the Road to Saving         Download Poster Download Stuffer
IRS Indexed Limits    

Download Flyer

     
Make the Tax Code Work for You    

 

Download Flyer

Download Flyer (Spanish)

     
Give Your Savings a Workout         Download Poster  

Guide to Your Statement (Nonmanaged)

   

 

Download Flyer

Download Flyer (Spanish)

 

     
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 Stuffer
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 Download Stuffer
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 Stuffer
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        
Four Strategies for Sound Investing

 

Download Brochure

Download (Spanish)

Download Email        
Learn the Basics of the Financial Markets (Email with Video Link)   Download Email        
Market Volatility Survival Strategies   Download        
Asset Class Performance Table   Download        


Asset Allocation

  Brochure/
Presentation
Email Flyer Postcard Poster Stuffer
Automatic Rebalancer   Download

Download

Download (Spanish)

     


Increasing Contributions

  Brochure/
Presentation
Email Flyer Postcard Poster Stuffer
A 1% Increase in Your Retirement Savings Can Add Up   Download        
The 1% Difference Part 1: Increasing Your Plan Contributions   Download        
The 1% Difference Part 2: Striving For Higher Returns   Download        
Rev Up Your Savings       Download Download Download
It Pays to Increase Your Contribution    

Download

Download (Spanish)

     
Start Small, Save Big         Download  


Mainspring Managed

  VIDEO/
Presentation
Email Flyer Postcard Poster Stuffer
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          
A Guide to Your Mainspring Managed Statement    

Download

Download (Spanish)

     


Rollovers

  Brochure/
Presentation
Email Flyer Postcard Poster Stuffer
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 Stuffer
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 Stuffer
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 Stuffer
How Much Do You Know About Social Security?   Download        
Is Your Retirement Plan Beneficiary Information Up-to-Date?     Download      

 

1 For plans currently using our Asset Allocator portfolio solution.

2 For plans currently using our Guided Portfolios portfolio solution.