Enrolling in a retirement plan is one of the most important tasks a new hire has as they begin employment. Help make the process easier by providing employees with the resources below once they become eligible to participate in your plan.
e-flyer
Distribute the e-flyer with the email copy provided or send it as a stand-alone email.
Congratulations!resources
This guide provides participants with an overview of the various tools and resources offered through the Program.
Program Tools & ResourcesSimply download the document and copy and paste the text into your email. You can also attach the e-flyer to the email.
Congratulations!overview site
Share this site to introduce your employees to the benefits of participating in your plan and to encourage enrollment. This site includes enrollment kit materials.
Welcome to the plan