Increase Your 401(k) Employee Engagement
These interactive resources give you an action plan to kick-start employee participation in your retirement plan.
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January | Set Retirement Goals
Email Template
The New Year is a great time to make a resolution to improve your retirement savings. Download this template, customize it to your needs, and send it to your employees to inform them on the importance of goal setting, along with some tips.
Retirement Calculator
This interactive tool will help retirement savers calculate how much money they’ll need at retirement by breaking down how much they need to save each month. Send this to your employees to help them plan for the future.
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February | Feedback February
Email Template
Use this email template to deliver our survey to your employees. After downloading the email, you’re welcome to customize it as needed before sending it. Pro tip: Making the survey confidential may increase your response rate.
Employee Survey Template
February is a great time to poll your employees to better understand their knowledge of and satisfaction with your retirement benefit. This template offers a 5-minute survey to gather that feedback and make informed decisions.
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March | Savings & Taxes
Email Template
This email template provides a brief overview of our Roth vs. Traditional 401(k) article, along with a link to the full version. You can download this template, customize it to fit your needs, and then send it on to your employees.
Roth vs Traditional 401(k) Article
Tax season is in full swing during March and will be top-of-mind for many employees. Our Roth vs. Traditional 401(k) article offers definitions, comparisons, and tips, all in an easily digestible one-page article for you and your employees.
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April | Financial Literacy Month
Email Template
This email template celebrates Financial Literacy Month with your employees by providing them with insight into some common, yet potentially confusing, retirement planning terms. You can download, customize, and send this to your team.
Video: How to Save in All Life Stages
Linked in the email template and also available to share separately, this 2-minute financial wellness video discusses retirement strategies that employees should consider for each stage of their life.
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May | Maximize Your Match
Email Template
The email template makes sharing our Employer Contributions article with your employees both easy and efficient. It promotes and links to the article, so all you need to do is download the template, customize it to your needs, and then send it.
Employer Contributions Article
Our financial wellness article for employees defines the types of employer contributions available to retirement plans, discusses why it’s important for employees to maximize any match, and provides tips and guidance.
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June | Mid-Year Check-In
Email Template
This email template educates your employees on the importance of checking in on their retirement plans at least once per year. It also notes how that check-in can be particularly impactful if it includes a meeting with a retirement plan advisor.
Video: When to Change Investments
Understanding when a person should change their investment mix is an important part of retirement planning. In this 2-minute video, that’s also linked in the email template, we discuss when employees should potentially make changes.
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July | Future Independence
Email Template
To ensure future financial independence in retirement means consistent saving during your working years. This template discusses employees’ savings rates and how to determine if it’s high enough to meet their goals.
Chart: The Impact of Saving 1% More
Our 1% chart goes hand-in-hand with this month’s email template, illustrating how saving just 1% more of your income each paycheck can potentially lead to 15 more years of spending during retirement.
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August | Navigating Market Volatility
Email Template
We offer this monthly email template as a simple and easy delivery vehicle for this month’s financial wellness article on navigating market volatility. Just download it, adjust it to meet your needs, and send it on to your employees.
Navigating Volatility Article
Stock market volatility, which is when the markets go up and down, can have an emotional impact on employees and lead to potentially bad investment decisions. This article provides tips and guidance for those uneasy times.
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September | National 401(k) Day
Email Template
This month’s email template celebrates National 401(k) Day on September 5. This is a great time to discuss the importance of participating in your company’s retirement plan, and the email links to a short educational video.
Video: Control Your Retirement Today
National 401(k) Day is a great time for employees to learn about the different ways they can control their retirement planning. Our 2-minute video, which is linked in the email template or can be shared separately, outlines 4 items that remain in their power.
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October | World Financial Wellness Day
Email Template
In celebration of World Financial Wellness Day on October 1, our email template covers the important topic of compound growth and how the funds in your retirement plan essentially snowball as you continue to save.
Video: What is Compound Growth
We also have a two-minute video that defines compound growth in an illustrative way that’s easy for many employees to digest. A link is included in our email template or click below to share it with your team members.
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November | Simplify Enrollment
Email Template
This email template offers an easy way for you to communicate the importance of enrolling in the company retirement plan and growing your savings. Just download the template, customize it to fit your unique needs, and then send it to your employees.
The Take Charge Checklist
Help your employees gain control of their retirement through our Take Charge Checklist. Shareable in our email template or by downloading below, you can educate your employees on how factors like early enrollment can help their retirement.
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December | Provide Planning Tools
Email Template
By knowing where their money goes today, employees can make informed decisions about saving for tomorrow. This email template, along with the linked Budget Worksheet, will help employees identify opportunities to set goals and save more.
Budget Worksheet
December is a great time to provide your employees with financial tools so they can prepare for the next year. Our Budget Worksheet offers them a simple and practical way to map out your income, expenses, and savings.