Enrollment Reminder #1: Customize and send 2-4 days after the education session to encourage sign-ups.
Subject: Don’t miss matching $$$! Enroll by [insert date]
Hi everyone,
We hope you’re excited to take part in our new [RRSP/TFSA/[DPSP] plan with matching employer contributions!
This retirement savings plan represents our sincere appreciation for all that you do. It’s also a great opportunity to create greater financial security. Together, we can invest in your future!
Don’t forget to enroll before [date] to avoid missing out on the money we’ve set aside for you!
Need Help?
You’ll find your unique enrollment link in your email inbox (from enroll@commonwealthretirement.com). You can also book time with a Common Wealth retirement specialist using the link below if you have any questions on how to get set up. https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Happy saving!
[Your name]