The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Standard Retirement Services, Inc. provides financial recordkeeping and plan administrative services. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.
Retirement Education Library
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 Basics
- Asset Allocation
- Increasing Contributions
- Rollovers
- Roth Options
- Loans
- Fees
- Beneficiaries
- Mainspring Managed
Getting Started
Video/ Presentation | Flyer/Brochure | Postcard/Poster | ||
---|---|---|---|---|
How Much Will You Need in Retirement? | English Video | |||
Why Enroll? | ||||
How to Enroll Online | English Flyer | |||
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 | ||||
Make the Tax Code Work for You |
| |||
Give Your Savings a Workout | English Poster | |||
Easy Enroll | English Postcard - Roth, % or $ English Postcard - Pre-tax Only, % or $ | |||
Easy Increase | English Postcard - Pre-tax Only |
Online Tools & Resources
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: Accessing Your Retirement Account | English Email | |||
Personal Savings Center: Tools to Help you Prepare for Retirement | English Video | |||
Enrich | ||||
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 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 | ||||
Saving for Tomorrow | ||||
Moving Toward Retirement |
Investing Basics
Video/Presentation | Flyer/Brochure | Postcard/Poster | ||
---|---|---|---|---|
Q&A: Gaining a Better Understanding of Inflation | English Flyer | |||
Investing Made Easy |
| |||
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 Email | |||
Want to Change Your Investments Online? | English Video | |||
Investing to Match Your Taste |
| English Poster | ||
Basics of the Financial Markets | English PowerPoint | English Brochure | ||
Navigating Specialty Sector Investing | English Brochure | |||
Ride Out the Ups and Downs (Market Volatility) |
Asset Allocation
Video/ Presentation | Flyer/Brochure | Postcard/Poster | ||
---|---|---|---|---|
Automatic Rebalancer | English Email |
Increasing Contributions
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
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 |
|
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Rollovers: Don’t Leave Your Savings Behind | English Flyer | |||
Teach Your Savings a New Trick: Roll It Over | English Poster |
Roth Options
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
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
Video/ Presentation | Flyer/Brochure | Postcard/Poster | ||
---|---|---|---|---|
Is Your Retirement Plan Beneficiary Information Up-to-Date? | English Email |
Mainspring Managed
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 |