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

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
How Much Will You Need in Retirement?  English Video   
Why Enroll?

  English Video - Match

  English Video - No Match

 English Email - Match

 Spanish Email - Match

 English Email - No Match

 Spanish Email - No Match

  
How to Enroll Online

 English Video - Match

 English Video - No Match

  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  

 English Flyer

 
Make the Tax Code Work for You  

 

 English Flyer

 Spanish Flyer

 
Give Your Savings a Workout   English Poster
Easy Enroll

 English PowerPoint

 Spanish PowerPoint

  

 English Postcard - Roth, % or $

 English Postcard - Pre-tax Only, % or $

 English Postcard - Roth, %

 English Postcard - Pre-tax Only, %

 English Poster

 English Poster - Match

 Spanish Poster

Easy Increase   

 English Postcard - Roth

 English Postcard - Pre-tax Only

 Spanish Postcard - Pre-tax Only

 English Poster

 Spanish Poster


Online Tools & Resources

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
Personal Savings Center App: Your Retirement Plan Account is Just a Tap Away  English Email English Flyer 
Personal Savings Center: Quick Start Guide  

 English Flyer

 Spanish Flyer

 
Personal Savings Center: Accessing Your Retirement Account  English Email

 English Flyer

 Spanish Flyer

 
Personal Savings Center: Tools to Help you Prepare for Retirement  English Video   
Enrich    

 English Flyer

 Spanish Flyer

 
Enrich and Health Advocate    

 English Flyer

 Spanish Flyer

 
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

TopicVideo/PowerPointEmailFlyer/BrochurePostcard/Poster
Got Student Loan Debt?

  English Video

 English PowerPoint

 English Email

 English Flyer English Poster
Your Retirement Plan: Don't Pass Up the Perks   English Brochure 
Future Health and Wealth

  English Video

 English PowerPoint

 English Email English Flyer 
The Power of a Budget

  English Video

 English PowerPoint

 English Email English Brochure 
Debt Management

  English Video

 English PowerPoint

 English Email

 English Flyer

 English Worksheet

 
Life Stages

  English Video

 English PowerPoint

 English Email

 English Flyer - Stage 20-35

 English Flyer - Stage 36-50

 English Flyer - Stage 51+

 

Saving for Tomorrow

  English Video

 English PowerPoint

 Spanish PowerPoint

 English Email

 English Flyer

 Spanish Flyer

 English Worksheet

 
Moving Toward Retirement

  English Video

 English PowerPoint

 Spanish PowerPoint

 English Email

 English Brochure

 Spanish Brochure

 

 

Investing Basics

 Video/PresentationEmailFlyer/BrochurePostcard/Poster
Q&A: Gaining a Better Understanding of Inflation   English Flyer 
Investing Made Easy

 

 

 English - Asset Allocator Quiz

 English - Guided Portfolios Quiz

 
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

 English Email

  
Investing to Match Your Taste

  English Video

 English PowerPoint

 Spanish PowerPoint

 English Email

 

 English Flyer

 Spanish Flyer

 English Poster

Basics of the Financial Markets

 English PowerPoint  English Brochure 
Navigating Specialty Sector Investing

 English PowerPoint

 English Video

 English Brochure 
Ride Out the Ups and Downs (Market Volatility)

  English Video

 English PowerPoint

 Spanish PowerPoint

 English Email

 Spanish Email

 English Flyer

 Spanish Flyer

 


Asset Allocation

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
Automatic Rebalancer  English Email

 English Flyer

 Spanish Flyer

 


Increasing Contributions

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
A 1% Increase in Your Retirement Savings Can Add Up  English Email  
It Pays to Increase Your Contribution  

 English Flyer

 Spanish Flyer

 
Start Small, Save Big  English Email  


Rollovers

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
Put Your Money in Motion  English Email English Flyer English Poster
Stay in Tune By Consolidating Your Retirement Accounts 

 English Email

 

 English Flyer

 Spanish Flyer

 

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


Roth Options

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
Should You Consider a Roth Feature?   English Flyer 
Is a Roth 401(k) Option Right for You?

 

 English Email

 English Brochure

 Spanish Brochure

 
Is a Roth 403(b) Option Right for You? English Email English Brochure 


Loans

 Video/PresentationEmailFlyer/BrochurePostcard/Poster
Taking a Loan from Your Retirement Plan

 

 

 English Brochure

 Spanish Brochure

 
Thinking About a Loan? Think Again.  English Video English Email  
Online Loans and Distributions

  English Video - Loans and Distributions

  English Video - Distributions

  English Flyer 


Fees

TopicVideo/PresentationEmailFlyer/BrochurePostcard/Poster
What You Need to Know About Fees

 English Presentation

  English Video

 English Email English Brochure

Beneficiaries

 Video/
Presentation
EmailFlyer/BrochurePostcard/Poster
Is Your Retirement Plan Beneficiary Information Up-to-Date?  English Email

 English Flyer

 Spanish Flyer

 

 

Mainspring Managed

 Video/
Presentation
EmailFlyer/BrochurePostcard/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  

 English Flyer

 Spanish Flyer

 
Feeling the Weight of Retirement Planning?   English Flyer

 English Postcard

 English Poster

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