Employee communication templates
Announcing the plan
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
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 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 account.
Enroll by [date] to make sure you don’t miss a deposit!
- 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
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.
You will soon receive an email from email@example.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.
Enrollment reminder #1
Customize and send this enrollment reminder 2-4 days after the education session
Subject: Don’t miss matching $$$! Enroll by [insert date]
We hope you’re excited to take part in our new RRSP/TFSA 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!
You’ll find your unique enrollment link in your email inbox (from firstname.lastname@example.org). 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
Enrollment reminder #2
Customize and send this enrollment reminder about 3 weeks after the education – after you have run your first payroll cycle.
Subject: Reminder to enroll in Common Wealth plan
If you’re still intending to join the RRSP/TFSA Common Wealth plan and haven’t already done so, I encourage you to take 10-15 minutes to sign up today.
We’ve already deposited money into the accounts of those who have enrolled – don’t miss out on the XX% matching contributions we’re providing each pay.
To set up the plan:
- Search for your unique enrollment email in your inbox (from email@example.com)
- Follow the link to the online enrollment process (from a computer)
We understand finances can be overwhelming. You can book a 1:1 session with the Common Wealth team using the link below if you need help or have questions. https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Grow your existing RRSPs and TFSAs
Your plan offers a far better rate than the typical bank RRSP. This means your employees will benefit by transferring any of their existing RRSPs and TFSAs into your plan. To encourage employee financial wellness, send this email to employees who have signed up to the plan.
Subject: Transfer your existing RRSPs into Common Wealth to make your savings go further
One of the reasons we chose Common Wealth as our workplace retirement plan is its investment approach. The group plan we have set up for you helps to enhance your retirement wealth by up to 50% compared to typical bank RRSPs. If you have any existing RRSP/TFSAs – like those from your bank or a previous group plan - you can transfer them into your Common Wealth plan with a few clicks.
Watch how: https://www.youtube.com/watch?v=441chLGcG9o
By transferring in, you can manage all your retirement savings in one place, and more importantly, low fees mean you keep more of the money you make on investments!
If you have questions or want help transferring in your existing RRSP/TFSAs, you can book a 1:1 session with Common Wealth using the link below. https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment