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Videos
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| The 401k Savings and
Retirement Plan |
| Fully
Customizable Sponsor Retirement Video
An 11
minute retirement presentation that emphasizes the importance
of participation and asset allocation.
Video includes specific investment options and company
match program also allows for vesting information. |
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| Follow-up Video |
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A
video message targeted to those who have not elected to
participate or contribute to the retirement plan.
Proven to be highly effective. |
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General
Retirement Video |
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The
Taft-Hartley version of the Your 401k Retirement video.
No customization options other than client logo and
client asset allocation mix. |
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Su
Plan De Retiro |
| General
Retirement Video (Spanish
Version)
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On-Line Programming
Retirement
Video
Self-enrollment
Take a look at our unique video self-enrollment program
demonstrator
This
off / on-line program is designed to replace or augment an on-site enroller. The program can act as a stand
alone or is easily adapted to existing
communication materials.
Your Retirement On-Line
Calculator
Retirement
Enrollment Wizard
Visit our
Retirement Enrollment Beta site.
This demonstration site combines
our videos and print along with 6 powerful retirement
calculators to make retirement enrollment quick and very
simple. (Please note that this is a separate website
and you will need to use your browser navigation buttons to
return to this site.)
On-Line
Client Communication Program
Broker
Build - a- Plan
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See how
easy it is to create plan highlights for your clients.
This beta site is being developed to
assist brokers and plan administrators create and
publish plan highlights. (Please note that this
is a separate website and you will need to use your browser
navigation buttons to return to this site.)
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Print
Your
401k Workbook
Companion
piece to the video series – complements the video and has insert
sleeves for plan specifics.
.jpg)
(Please
note that document uses Adobe Reader and you will need to use
your browser navigation buttons to return to this site.)
Your
401k Plan highlights, and fund information sheets
.jpg)
(Please
note that document uses Adobe Reader and you will need to use
your browser navigation buttons to return to this site.)
Retirement
Video Self-Enrollment
Print
On-Demand
Print on-demand self
enrollment PDF's
Companion
piece to the Self-Enrollment video program – complements the video and has insert
sleeves for plan specifics.
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