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
- Online Tools/Education
- Investing Basics
- Asset Allocation
- Increasing Contributions
- Mainspring Managed
- Rollovers
- Roth Options
- Loans
- Additional Topics
Getting Started
| Brochure/ Presentation |
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 | |||||
| Make the Tax Code Work for You |
|
||||
| Give Your Savings a Workout | Download Poster | ||||
| Easy Enroll/Increase | Easy Enroll (Spanish) |
Online Tools/Education
| Brochure/ Presentation |
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 | ||||
| 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 |
Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| Investing Made Easy | |||||
| 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 |
Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| Automatic Rebalancer | Download |
Increasing Contributions
| Brochure/ Presentation |
Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| A 1% Increase in Your Retirement Savings Can Add Up | Download | ||||
| It Pays to Increase Your Contribution | |||||
| Start Small, Save Big | Download |
Mainspring Managed
| VIDEO/ Presentation |
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 | |||||
| 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 |
Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| Stay in Tune By Consolidating Your Retirement Accounts |
|
|
|||
| Rollovers: Don’t Leave Your Savings Behind | Download | ||||
| Teach Your Savings a New Trick: Roll It Over | Download |
Roth Options
| Brochure/ Presentation |
Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| Should You Consider a Roth Feature? | Download | ||||
| Is a Roth 401(k) Option Right for You? | Download | ||||
| Is a Roth 403(b) Option Right for You? | Download | Download |
Loans
| Brochure/Presentation | Flyer | Postcard | Poster | ||
|---|---|---|---|---|---|
| Taking a Loan from Your Retirement Plan | |||||
| Thinking About a Loan? Think Again. | Watch video | Download | |||
| Online Loans and Distributions | Download |
Additional Topics
| Brochure/ Presentation |
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.
