This section offers customizable email templates to help you communicate key updates about your group retirement plan. These templates are designed for various stages:
- Announcing the plan (new or upgraded)
- Reminding employees to enroll
- Inviting new hires
- Guiding employees on transferring existing RRSPs/TFSAs
- Offboarding employees
Each template is tailored to ensure your team is informed and engaged throughout their retirement planning journey, making it easy for you to manage communications efficiently.
Below are email templates designed to help you effectively communicate key updates about your retirement plan:
- New Plan Announcement: Introduces the plan for the first time to generate excitement and employee participation in the plan.
- Upgraded Plan Announcement: Notify employees about enhancements to the existing Common Wealth retirement plan, including updates to plan design and changes to their eligible contributions.
- Enrollment Reminder #1: Send 2-4 days after the education session to encourage sign-ups.
- Enrollment Reminder #2: Send 3 weeks after your first payroll cycle to nudge employees who haven't enrolled.
- Enrollment Reminder #3: Customize and send this email 1-2x a year.
- Invite New Employees: Introduce new hires to the retirement plan, highlighting matching contributions and the ease of enrollment.
- Transfer RRSPs/TFSA: Encourage employees to consolidate their retirement savings by transferring existing accounts into the plan.
- Offboarding Communication: Provide departing employees with resources on how to maintain or transfer their plan after leaving.
These templates can be customized to fit your specific needs, ensuring clear and effective communication throughout the employee lifecycle.