Participant Materials

Help participants make informed financial choices

Make use of this participant marketing content designed to educate and prepare employees on a broad range of retirement concepts. It’s important to return to the site to obtain the most up-to-date material.

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Account Access

Beneficiary Designation Flyer	Self-Print	CS1709 919974
Beneficiary Update Flyer	Self-Print	MLR19000525111-4
Fee Disclosure for ERISA Retirement Plans/White Paper on FASCore	Self-Print	MLR19000340166-2
New Participant Welcome Flyer (eService)	Order	MLR19000329065-3
Participant ERISA Fee Disclosure White Paper (FASCore)	N/A	MLR19000340164-1
Participant You're in Control Flyer (Annuity Host)	Self-Print	MLR214916
Participant You're in Control Flyer (MRPS)	Self-Print	MLR213270
Participant You're in Control Flyer (FASCore)	Self-Print	MLR213370-1

Education

10 Reasons to Contribute Flyer	Self-Print	MLR19000548001-3
403b Roth Brochure Slim Jim	Order	MLR19000329005-3
A Retirement Savings Opportunity – Roth 457b	Self-Print	MLR448556Roth457-3
A Retirement Savings Opportunity - Roth 403b	Self-Print	MLR19000448556-403Roth
Employee Buckslip	Self-Print	MLR19000120024T-2
Focus on your Future Table Tent	Order	MLR19000525180-3
Guide to a Tax-Exempt 457(b) Deferred Compensation Plan	Self-Print	MLR19000329057-3
How to Increase Your Contributions Online	Self-Print	MLR19000526066-3
Hypothetical Contribution Charts	Self-Print
Individuals Guide to a Governmental 457(b) DCP Plan	Order	MLR19000715-2
Individuals Guide to a Governmental 457(b) DCP Product Brochure	Order	MLR19000329051-3
IRS annual Contribution limits flyer	N/A	MLR19000340056-4
Retire Ready	N/A	N/A
Retire Ready Education Presentation	Self-Print	MLR02092018
Retire Ready Microsite Buckslip	Self-Print	MLR073117-1
Retire Ready Microsite Banner #1	N/A	N/A
Retire Ready Microsite Banner #2	N/A	N/A
Retire Ready Microsite Banner #3	N/A	N/A
Retire Ready Microsite Banner #4	N/A	N/A
Take it to the Limit 403(b) and 457(b) flyer	Self-Print	MLR19000525136-2
Understanding Your Retirement Plan Choices Flyer	Self-Print	MLR19000525047HE-3
What is a 401(a) and a 401(k)?	Self-Print	N/A
What is a 403(b)?	Self-Print	N/A
What is a 457(b)?	Self-Print	N/A
Your Guide to a 403(b) Program Flyer	Self-Print	MLR19000329053-5
Your Financial Professional Will Be Here Flyer	Self-Print	MLR19000542055-4
Your Financial Professional Will Be Here Poster	Self-Print	MLR19000542055-4

Enrollment Material

ExpertSelect Brochure - Non Roth	Order	MLR19000329037-5
ExpertSelect Brochure - Roth	Order	MLR19000329040-5
MFSP^* Enrollment Book	Order	MLR19000501000-4
MFSP^* Prospecting Flyer	Order	MLR19000501002-4
Enrollment Order	Order	N/A

Custom Plan Materials

Asset Allocation Portfolio Brochure	N/A	MLR19000329023-3
Kenosha Country Website	N/A	MLR19000526086-3
Lutheran Social Service of Minnesota Website	N/A	MLR19000504067-2
New Jeresey Alternative Benefit Program (NJABP) Enrollment Book	Order	MLR19000111011-5
Premier Health Partners Website	N/A	MLR19000504045-2
Premier Health Partners Microsite Flyer	Self-Print	MLR19000525191-1
South Carolina Optional Retirement Program (SCORP) Website	N/A	MLR19000504009-2
South Carolina Optional Retirement Program (SCORP) Enrollment Book	Order	MLR1900011177-4
SUNY GTS Facts at a Glance	Self-Print	MLR1900011011-2(SUNY)
SUNY Optional Retirement Program Plan Highlights Brochure	Self-Print	MLR19000172004-3(SUNY)
TRS of Texas Flyer	N/A	MLR19000681001-2

Resources

Retire Ready	N/A
Retire Ready Education Video	N/A