Participant education regarding retirement planning is an ongoing process. Formal education meetings are one form of communication, but it is helpful to have other options at your disposal. The short educational video series "Your Savings at Work: Foundations of Saving for Retirement" is a good way to reach qualified plan participants who have limited access to meetings or those who may need a little reinforcement of the importance of saving for their future. Each of the videos focuses on a slightly different aspect of the retirement saving and planning process, so you can use whichever video is most helpful.
Share With Participants
Use one or more of the videos within a presentation to vary the format of your next financial planning education meeting. Just copy and paste the “View Video” link below to embed the video within a presentation or share via email.
This material is provided for general and educational purposes only and not intended to provide legal, tax, or investment advice. This material does not provide recommendations concerning investments, investment strategies, or account types; it is not individualized to the needs of any specific investor and not intended to suggest any particular investment action is appropriate for you, nor is it intended to serve as the primary basis for investment decision-making.