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Start Right: Resource Hub

Welcome to our Retirement Plan Sponsor Resource Hub!

As a retirement plan sponsor, you play a vital role in helping your participants achieve financial security in their retirement. That's why we've curated a comprehensive collection of resources to support your mission. Let's take a closer look at what's available.

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illustrated person planning their retirement

Featured content

2026 Education workshop handout

Learn more about the education workshop

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Personalized enrollment assistance handout

Review the handout

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Pre-retirement resources

Plan for key milestones before and during retirement, supporting smoother transitions for both participants and plan sponsors

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Fraud education

Explore our fraud and cybersecurity resources that help educate participants and employers on common risks and best practices.

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Getting started/enrollment
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How-tos: instructions for account tasks
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Money management: loans, rollovers and contributions
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Investing basics tutorials for participants
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Getting started/enrollment

These tutorials help participants understand their retirement plan and complete common tasks such as account setup, investment selections, and beneficiary designations and make it easier for sponsors to support participant self service.

How-tos: instructions for account tasks

Clear instructions guide participants through account setup, investment selections, and beneficiary updates and help reduce confusion and administrative follow up for sponsors.

Money management: loans, rollovers and contributions

These resources help participants make informed decisions about contributions, rollovers, loans, and withdrawals to support participant decisions and help sponsors encourage appropriate plan use.

Investing basics: Tutorials for participants

Investment education resources help participants understand risk tolerance, asset allocation, and diversification, supporting choices aligned with their retirement goals while reinforcing sponsor education efforts.

Financial wellness resources

Financial wellness resources help participants build healthier financial habits—such as budgeting and debt management—which can lead to more engaged participants and stronger overall plan participation.

Posters, postcards and benefit fair resources

Benefit fair resources, posters and postcards help sponsors educate participants about retirement planning and encourage engagement during onsite events.

Benefit fair resources will educate participants about retirement planning and encourage active engagement.

Retirement Readiness/pre-retirement resources

Retirement readiness resources help participants plan for key milestones before and during retirement, supporting smoother transitions for both participants and plan sponsors.

Drawing of an elderly couple dancing together surrounded by money.

Fraud education resources

Fraud and cybersecurity resources educate participants and employers on common risks and best practices, helping sponsors reinforce awareness and safer interactions with plan accounts.

Drawing of a dollar bill dangling in front of someone trying to grab it.
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