Workplace retirement plans are designed to make saving easier. But plan members can only take full advantage of its benefits if they’re aware of what’s available to them and have enough financial knowledge to make the most of it.

Want visibility into the emails we send to members? Our calendar shows all email campaigns, organized by essential emails that support administration, compliance and plan awareness,and engagement emails that use personalization to drive action.

Here you’ll find resources to share with members to boost their financial literacy and help them better understand their plan, so they can confidently work towards achieving their goals.

This content also helps your organization meet CAP education guidelines. It includes things like emails, short videos, calculators, in-depth booklets and more. Use these tactics as-is, or incorporate the copy into your existing communications, for example, an employee newsletter or intranet site.  

Get started by choosing what you want to help members accomplish: