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.
Retirement 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: Automate your retirement savings (4 min)
- Flyer
- Ready-to-go Email
Explore Roth 401(k)
If Roth contributions are an available contribution type in your plan, encourage your employees to learn more about the benefits of Roth contributions.
- Video Spotlight: Roth Explained (6 min)
- Flyer
- 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 (5 min)
- Flyer
- Ready-to-go Email