Helping employees enroll is easy

 

We'll guide you through the process

Use these resources to help employees enroll and pursue their retirement dreams.


Prepare

FOR FINANCIAL PROFESSIONALS

How it works

See how our enrollment process works so you can guide participants with confidence.

FOR CLIENTS

Enrollment overview brochure [PDF]

Learn how our process makes enrollment easy for plan sponsors and participants.

FOR FINANCIAL PROFESSIONALS

Meeting agenda and checklist [PDF]

See a sample agenda and checklist to help you lead your meeting.    

FOR CLIENTS

Meeting poster [PDF]

Promote your upcoming meeting with this customizable poster.

FOR CLIENTS

Email invite [DOC]

Use this template to invite employees to your upcoming meeting.    

FOR FINANCIAL PROFESSIONALS

Sample enrollment guide [PDF]

See a sample enrollment guide for employees.    

FOR FINANCIAL PROFESSIONALS

Plan and prepare for an enrollment meeting

See a list of questions to help you coordinate and lead a successful enrollment meeting.

FOR CLIENTS

RecordkeeperDirect® rollover form [PDF]

Use this form to help eligible employees initiate a rollover from another retirement plan or account.

Note: For PlanPremier®, log in to PartnerLink® to download a rollover form.    

Call us at (800) 421-9900 for help accessing the plan's customized educational website or to order enrollment guides.

Present

FOR FINANCIAL PROFESSIONALS

Educational website guide [PDF]

With everything in the enrollment guide and more, you can conduct a  presentation using the educational website.    

FOR CLIENTS

How to enroll — PlanPremier

Show employees how to enroll in their retirement plan with this short video.

FOR CLIENTS

Participant apps
Employees can use our PlanPremier and RecordkeeperDirect apps to enroll and manage their accounts.

PlanPremier

  

RecordkeeperDirect

  

Follow up

FOR CLIENTS

Email follow-up [DOC]

Use this template to check in with employees after an enrollment meeting.

FOR FINANCIAL PROFESSIONALS

PlanPremier PartnerLink

Access plan review reports to help gauge enrollment success and identify follow-up opportunities for your clients.

FOR CLIENTS

RecordkeeperDirect plan sponsor website

Review participant investment information and more to help you monitor plans and identify opportunities for your clients.

FOR CLIENTS

ICanRetire.com

Get tools, tips and articles designed to help participants focus on retirement planning. 

For help with the enrollment process contact us at:

(800) 421-9900

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