July 28, 2021
Back to School, Back to Saving!
Our goal is simple: Retirement Assurance for Everyone.
Back to school looks different this year. But your clients’ and prospects’ retirement outlook doesn’t have to. With continued, and increased, retirement plan contributions, they can look to – with excitement – their no-more-back-to-school days! That’s why we encourage you to approach your Plan Sponsor-clients and ask them if you can help…
Educate employees to encourage proactive engagement with their retirement plan by emphasizing simple steps they can take now to save more for their future, while remaining within their budget.Encourage unenrolled, plan-eligible employees to take action toward retirement and participate in your retirement plan to save for their future.
You can do this virtually, in-person, in a group setting, or one-on-one at any time. The great news is, no contact is necessary to serve their variety of needs!
To get them on board, try asking if one of their Benefits Representatives would like to co-present with you!
Get Ready…
Go to the Engage! Toolkit and get familiar with the turnkey presentation kits ready for you to execute…today!
Get Set…
Talk with your Plan Sponsor-clients about conduct an educational session on one of these topics!
- Understanding Your TRS Statement
- ABCs of Financial Fitness
- Will Your State Pension Be Enough?
- TeacherTalk
- Easy Ways to Start Saving
- Achieving Retirement Success
- The Retirement Gap
