Educational Materials
With any retirement plan, members have questions, including:
- How do I start planning for retirement?
- How will I know how much to save?
- Which investment choices are right for me?
- How does retirement plan work?
We're dedicated to providing customized materials by trade to your members that help answer these kinds of questions. They can learn about the retirement plan, as well as financial and retirement planning in general.
Here's a sample of what we can offer you and your members:
The starter kit for retirement plan education covers the basics
of investing, helps determine a participant's tolerance for risk, gives
suggestions on building a portfolio based on their risk tolerance, and
gives guidelines for calculating how much retirement saving they may need in the future.
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An informational postcard can be mailed to members at home. The postcard can serve as an invitation to a special event or a retirement plan notification. The goal is to get them thinking about saving for retirement.
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An informational poster can be posted to provide members easy access to their services & support information.
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Sample member statements are customized so each member can view their calculated individual rate of return. Plus, you have the option to display messages of your choice to members.
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Education programs are designed to meet the various levels of investment knowledge among union members. To help make the plan a success, we provide your employees with simple and clear communication to make investing decisions easier. We also offer them easy-to-use, personalized access to account information, and investment education through our Web site and TeleTouch®.
Local service support is available to Trustees and financial professionals to help them design the most appropriate program for their memberships.
Contact us for more information on the educational materials we can provide your members.
