Help participants feel confident in their retirement readiness

October is National Retirement Security Month.

Saving for retirement can feel daunting when market conditions are fluctuating. Retirement confidence is at an all-time low with participants feeling their savings will be insufficient in retirement.

74%

of public employees are not confident they are on track to financial security in retirement.1

84%

of employees are concerned that the increasing cost of living will make it harder for them to save money1

41%

of workers are not confident that they will have enough money to last their entire lives.1

Compared with 2022, employee retirement confidence has significantly dropped, returning to levels last seen in 2008 during the global financial crisis. We want to help your participants boost their confidence about their retirement savings and their ability to improve their retirement outlook. We’ve developed a downloadable kit of campaign materials that can help you communicate to your participants, “You’ve got this,” as you encourage them to find out whether they’re on track with their retirement savings goals and what changes they can make if they’re not.

Get the “You’ve Got This” campaign kit.

Download our campaign kit and use it to help participants feel more confident in their retirement readiness.

Download kit

What's included in the kit:

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Campaign overview

This campaign overview shares high-level messaging of each piece available in the campaign kit.

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Emails

These four emails cover retirement planning steps and lead participants to related resources. Send one each week or in any cadence you choose.

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Newsletter article

Our short newsletter blurb about National Retirement Security Month is ready for you to place in your next participant communication.

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Participant campaign page

Share this link with participants to help them access resources, including webinars, and engage more with their retirement plan.

[1] EBRI 2023 Retirement Confidence Survey.