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Enrollment Videos

Effective enrollment is key to increased participation and employee contributions. Help facilitate your enrollment meetings and inform employees of the benefits of saving for retirement with these brief, informative video presentations.


VIDEO 1  |  English  |  Spanish
Basic enrollment video

VIDEO 2  |  English  |  Spanish
Basic enrollment video plus additional information for plans that have an Individually Managed Account (IMA)1 investment option

VIDEO 3  |  English  |  Spanish
Basic enrollment video plus additional information for plans that have selected a Qualified Default Investment Alternative (QDIA)2

VIDEO 4  |  English  |  Spanish
Basic enrollment video plus additional information for plans that have both an Individually Managed Account (IMA) investment option and a Qualified Default Investment Alternative (QDIA)




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1 An IMA is an account in which an investment professional manages and monitors an investor’s portfolio on his/her behalf.

2 Under the Department of Labor regulations, a QDIA is defined as a default investment option that provides plan sponsors with fiduciary protection under ERISA section 404(c)(5).

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