Employee Template: Announcing the Plan

New Plan Announcement: Introduces the plan for the first time to generate excitement and employee participation in the plan.

When to send: Customize and send this plan announcement a few days before your employee education session.

Subject:  Join the new retirement plan & claim the money [Employer] has set aside for you

Hello team!

Many of us dream of retiring but are unsure of how much we should be saving or how to invest and grow our savings for the future. Today we are pleased to announce the availability of a new group RRSP/TFSA/[DPSP] plan that helps answer these questions.

Common Wealth is a modern digital retirement platform that is designed to help your money go up to 2-3x further than a typical bank RRSP.

We are thrilled to offer you a 1:1 / other match – that means for every dollar you contribute, [Employer] will deposit $xx to your RRSP [DPSP] account.

Enroll by [date] to make sure you don’t miss a deposit!

Plan Highlights

• Personalized planning: Learn how much you need in retirement, how much to save, and how much you can expect from government benefits
• Smart saving: Contribute from your paycheque so it’s easy to stay on track
• Automatic investing: Get matched to a professionally managed investment fund to grow your savings
• Unified tracking: Transfer in any existing RRSP/TFSAs to manage them in one place

Watch video  | Read the overview

This plan gives you full control to make changes, check your balance, or withdraw funds. Your account is yours for life! It stays with you, job to job and into retirement.

What’s next?

You will soon receive an email from enroll@commonwealthretirement.com with an invitation to join the plan. It only takes about 10-15 minutes to set up your account. Please use a computer instead of a mobile device to enroll.

Join us during the team education session on [date] to get a demo of the plan and ask any questions you have.

Best,

[Your name]