Have your participants mentioned that they’re overwhelmed by all the retirement accounts they manage? Help them consolidate. This topic educates participants about some of the benefits of asset aggregation and provides step-by-step instructions on how to consolidate eligible assets.
e-flyer
Distribute the e-flyer you select with the email copy provided or send it as a stand-alone email. Please note: the e-flyer contains active hyperlinks and is designed to be delivered electronically.
Juggling Multiple Retirement Accounts?poster
Print and display the poster you select in a common area, like an employee break room or cafeteria.
Juggling Multiple Retirement Accounts?Simply download the document and copy and paste the text into your email. You can also attach the e-flyer you select to the email.
Juggling Multiple Retirement Accounts?