You Are Here
Help participants stay on track with their savings
Step Right In
Describe the benefits of target date funds
Ready to Go?
Explain the advantages of participating in a plan
Riding out the Bumps
Provide strategies for riding out market volatility
Find Your Balance
Show the importance of a diversified portfolio
You Won’t Miss It
Illustrate the future benefit of saving a little more today
Take Your Pick
Discuss before- and after-tax contribution options
See the Big Picture?
Offer participants a way to determine how much to save
Should I Take One
Explain the pros and cons of taking a plan loan
Discuss the benefits of working with a financial advisor
Where Are You Going?
Describe the options available to participants after their employment ends
Circle back. A day or two after the presentation, follow up with the plan sponsor to discuss how the presentation went, and to get his or her thoughts on future topics and seminars.
This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.