It has everything you need to oversee your plan and educate and serve your employees.
Your employees’ retirement readiness starts with awareness and education. When your employees have information about the financial options available to them, it makes finding the right solution easier and gives them more confidence about their retirement readiness.
Now, the Plan Sponsor Resource Center (PSRC) offers you a wealth of resources to motivate eligible employees to get started, and participating employees to continue and increase contributions.
Educate employees to encourage proactive engagement with your plan by emphasizing simple steps they can take now to save more for their future, while remaining within their budget. Encourage unenrolled, plan-eligible employees to take action toward retirement and participate in your retirement plan to save for their future.Tools to empower.
Introduce your employees to RetirementHomeroom featuring the Retirement Needs Assessment tool. This tool will take them through a series of quick questions about their retirement goals and get them on their way to requesting a personalized retirement solution.
Resources to educate.
Do your employees know why they should consider choosing a fixed indexed annuity (FIA) to help them on their journey toward retirement? With more growth potential than a traditional fixed annuity, downside protection*, and the option to select a guaranteed lifetime stream of income during retirement, the moderation of risk and potential reward can make FIAs a key component of their balanced financial plan. Your plan may be the first time some are encountering this option, and the PSRC provides everything from what is an FIA to details on National Life Group FIAs that you can share with them to help make informed decisions.
And now, for you.
Managing your plan and interfacing with National Life Group has never been simpler!
- Easy to access to education, marketing and administrative tools and resources in one central location
- A directory of NL contacts for all of your needs
- Timely updates and important information when you sign up for our newsletter
- Access to this Retirement Resource Blog
Don’t go it alone!
Ask your agent to conduct an educational session on one of these topics.
Your agent is also dedicated to serving you and your employees – virtually, in-person, in a group setting, or one-on-one – at any time. The great news is, no contact is necessary to serve your variety of needs! At your request, National Life Group representatives will conduct virtual workshops and seminars to help your employees understand key financial concepts and educate them on a variety of important retirement topics. For more impact, ask one of your Benefits Representatives to co-present with them.
- ABCs of Financial Fitness
- Will Your State Pension Be Enough?
- TeacherTalk
- Easy Ways to Start Saving
- Achieving Retirement Success
- The Retirement Gap
You’re just one click away. See you there!
*The 0% “floor” provided by an indexed annuity ensures that during crediting periods where the index is negative, that no less than 0% interest is credited to the index strategy. This means that premiums paid and interest earned won’t be reduced by market volatility. Rider charges continue to be deducted regardless of whether interest is credited.
TC123028(0921)1
