Use these materials to educate participants on their workplace retirement plan.
This five-minute video will walk participants through why enrolling in a workplace retirement plan is a smart move.
The enrollment workbook provides a simple process that includes retirement planning education, a risk tolerance questionnaire, a table to help estimate how much employees will need in retirement and a summary of plan provisions encouraging enrollment in the plan.
Automatic Enrollment Newsletter
This newsletter answers common employee questions and includes custom plan highlights and a beneficiary form.
Transamerica created a plan transition newsletter that answers many of the most common participant quesitons: How does a plan conversion work? What will happen to my account balance during the conversion process? And how do I get more information?