We provide you with all the necessary materials that make enrolling in the
plan easy:
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Plan Highlights - a one page summary highlighting the features of your
plan.
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Description of Investment Options - profiles on all the investment
options available in an easy-to-read and understand format.
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Slide Presentations - to be used in group meetings to provide information
on the basics of 401(k) Plans, why employees should save for retirement and
the features and investment options in the plan.
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Sample employer announcement letters, payroll stuffers and posters - to
introduce and promote the plan to employees.
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Retirement Calculator - allows employees to calculate the long-term
growth potential of setting aside different contribution amounts.
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Enrollment Workbook - an easy-to-understand guide which explains the
benefits of a 401(k) Plan and saving for retirement.
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Asset Allocation Guide - provides basic education on the types of
investments available, risk/return concepts, sample asset allocation
portfolios and the importance of diversification in an investment strategy.
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Advantage Brochure - a step-by-step guide that teaches participants how
to access the toll-free voice response system.
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Individual Paycheck Illustration - shows tax savings and future
accumulation projections at different contribution rates based on each
individual's salary.
