Communication and Education Library
Explore participant education campaigns
Click "+" to find videos, flyers and ready-to-go emails to share with your employees on important retirement topics.
Understanding Roth 401(k)
We look to compare Roth to the more familiar pre-tax option and feature a brief video and interactive savings calculator to estimate the potential growth and tax implications.
- Video Spotlight: Roth Explained (4 min)
- Flyer
- Ready-to-go Email
Retirement Tools & Resources
Encourage your employees to learn about the retirement resources available and where to access them online.
- Video Spotlight: A tour of our digital resources (2 min)
- Ready-to-go Email
Retirement account statements at-a-glance
Statements are important documents yet can be difficult to understand. Let us help provide clarity to this complex topic.
- Video Spotlight: Understanding your retirement account statements (4 min)
Retirement Readiness Check-in
Encourage employees to assess their financial goals, make adjustments, and ensure their plan aligns with their current circumstances and future objectives.
- Video Spotlight: Retirement Readiness Check-in (6 min)
- Ready-to-go Email
Designate your beneficiary
Encourage your employees to designate a beneficiary for their retirement account and review the designation periodically.
- Video Spotlight: Designate your beneficiary (2 min)
- Flyer
- Ready-to-go Email