HINT
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Financial Representatives should ensure that materials are approved for their firm before use.
Increasing Deferrals
Defined contribution plans are only effective when participants contribute enough to adequately fund their own retirement. When you encourage your plan participants to increase their contributions you, your plan, and your participants may all benefit.
Use the tools below to promote increasing deferrals:
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Compounding Growth Calculator Interactive |
An interactive calculator to help determine potential compound earnings growth over time. |
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The Tax Saver's Credit Interactive |
A participant video that provides introductory information regarding taking advantage of the Saver's Credit, an income tax credit. Includes qualification requirements. |
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Saver's Credit Flyer Portable Document Format |
A participant flyer that provides introductory information regarding taking advantage of the Saver's Credit, an income tax credit. Includes qualification requirements. |
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Take the 2% Challenge stuffer Portable Document Format |
This stuffer promotes the benefits of increasing contributions by 2 percent. |
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Get A Plan Hardcopy Only |
This one page, self mailing, postage-paid Get a plan flyer encourages participants to get a personal action plan in the mail within a few weeks. The flyer also promotes our online goal setting tool as a way to provide outside assets and play what-if scenarios with instant results. |
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Employer Match Calculator Interactive |
Encourage participants to take advantage of their Employer Match program with this interactive calculator. |
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Employer Match Flyer Portable Document Format |
Did you know there is a program in place whereby your employer can also contribute to your qualified retirement plan? It's a benefit called the EMPLOYER MATCH and if youre not currently taking advantage of it, you're leaving money on the table. This is an 8.5x11 double sided flyer |
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Employer Match Stuffer Portable Document Format |
Contribute to your qualified retirment account and your employer will as well. Taking advantage of the employer match is quick and easy. Plus you get the benefits of:
Even modest employer contributions can have an impact on your retirement savings over time. |
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Benefits of Participating email Word Document |
Gives your employees an overview of the benefits of participating in a qualified retirement plan and encourages them to enroll. |
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Employer Match email Word Document |
Provides employees with an overview of the Employer Matching Contribution benefit and how it can help them save for retirement. |
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Employer Match - Reinstatement Letter Word Document |
A template letter to announce the reinstatement of an employer match program. To be customized to include the plan's specific employer match formula and other relevant information. |
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Catch-up Contribution Video Interactive |
A video created to show those over the age of 50 the benefits of making catch-up contributions. |
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Catch-up Contribution flyer Portable Document Format |
A flyer created to show those over the age of 50 the benefits of making catch-up contributions. |
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Catch-up Contribution Email Template Word Document |
An email template that a Plan Sponsor can use with individuals over the age of 50 showcasing the benefits of making catch-up contributions. |
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Contribution Calculator - Mobile Friendly Microsite Interactive |
With our mobile-friendly sites, employees can experience our 1, 2, 3, Go! enrollment experience anywhere, anytime with their smart phone. Build specifically for iphone, ipad, blackberry and android usage, this tool is helpful in meetings or self learning situations where contributions are discussed. The site provides access to a quick and easy calculator to help employees calculate their retirement contributions at jhcalculator.com |
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Contribution Calculator Portable Document Format |
Part of the enrollment kit, this calculator helps the participant determine a contribution amount. The calculator can be ordered as a stand alone piece. |
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Quick Guide: Contribution amounts and potential tax savings Portable Document Format |
This table can be used as a planning tool to help determine your contribution amounts, and shows the level of federal tax savings you might be able to benefit from. |
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