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Enrollment Support
Enrollment is the best opportunity to educate employees about the benefits of retirement savings. That's why we developed an award-winning package of enrollment tools to help increase participation and contributions.
Enrollment Video English | Spanish
This brief video presentation provides an introduction to retirement plans, information on the need to save for retirement and the basics of investing.
This brief video presentation provides an introduction to retirement plans, information on the need to save for retirement and the basics of investing.
Enrollment Presentation
This is the enrollment presentation and script for facilitating participant enrollment meetings.
This is the enrollment presentation and script for facilitating participant enrollment meetings.
Enrollment Presentation – Spanish
This is the enrollment presentation and script for facilitating participant enrollment meetings.
This is the enrollment presentation and script for facilitating participant enrollment meetings.
Audio-narrated Enrollment Presentation English | Spanish
This shortened presentation with audio also can be used to facilitate participant enrollment meetings.
This shortened presentation with audio also can be used to facilitate participant enrollment meetings.
Adobe Acrobat Reader required to view these documents.
Sample Enrollment Kit - United
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit – Companion
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit - United - Spanish
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Sample Enrollment Kit - Companion - Spanish
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
Customized enrollment kits and retirement calculators are provided to all eligible employees to facilitate the enrollment process.
How to Become a Millionaire
Use this customizable PDF flyer to announce an upcoming enrollment meeting. Simply enter the date, time and location of your meeting and print color copies to hang in your office.
Use this customizable PDF flyer to announce an upcoming enrollment meeting. Simply enter the date, time and location of your meeting and print color copies to hang in your office.
Portfolio Selection Worksheet
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Portfolio Selection Worksheet - For New York Clients
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Portfolio Selection Worksheet - Spanish
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Portfolio Selection Worksheet - For New York Clients - Spanish
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Participants may use this worksheet to help them identify their investment risk tolerance and select the appropriate Mutual Directions portfolio.
Prior Carrier Letter
Plan sponsors can use this sample letter to notify their prior carrier that they are terminating their contract.
Plan sponsors can use this sample letter to notify their prior carrier that they are terminating their contract.
Investment Policy Statement
Plan sponsors can use this sample document to develop their company's investment policy statement.
Plan sponsors can use this sample document to develop their company's investment policy statement.
Participant Blackout Notice
This is a sample participant blackout notice for plan sponsors to use. It also includes helpful instructions on how to complete the notice.
This is a sample participant blackout notice for plan sponsors to use. It also includes helpful instructions on how to complete the notice.
Stadion (formerly 401k Toolbox) Sample QDIA 30-Day Participant Notice
This is a sample Stadion QDIA notice that is required to be sent to participants 30 days prior to the QDIA start date.
This is a sample Stadion QDIA notice that is required to be sent to participants 30 days prior to the QDIA start date.
Need Assistance?
Contact your relationship manager for assistance with conducting an enrollment meeting.