Our research shows that workers want to learn more about planning and saving for retirement… and that’s where you can help. Concordia Plan Services has been working hard to provide you with resources and tools to help your workers increase their financial wellness and prepare for retirement.
New! We've created an easy-to-use workbook that includes basic financial planning worksheets with instructions. Help your workers see their current financial picture, so they can plan for their future.
If you have a worker ready to make a change (to start or increase contributions), have them complete a Salary Deferral Agreement. Remember, Concordia Plan Services does not need a copy of the form unless catch-up contributions are being made.
We've added several new CRSP videos to our library this year. Consider showing a video at a staff meeting or forwarding a link to your co-workers.
Let your workers see the difference a 1% increase can make by sending them the link to Fidelity's Power of Small Change tool.
Encourage your workers to see what their current retirement paycheck looks like by visiting Retirement Connection. Workers can also see how making changes will increase their retirement income in the future.
Why save? Use this one-page flyer to promote to your workers the reasons to save with the CRSP.