Tuesday, September 27, 2022

Coming Soon: An Enhanced Digital Enrollment Experience

If you’re still receiving paper retirement plan enrollment guides, this fall you will begin receiving them electronically, reducing the time, cost, and administrative burden previously associated with distributing paper guides to your employees. This newly enhanced approach also enables us to deliver digital enrollment guides more frequently—helping increase awareness of plan offerings, drive plan participation, and ultimately help prepare participants for retirement.

You can further optimize the enrollment experience by enrolling in electronic delivery (eDelivery) from your plan website if you have not already done so. When you do, enrollment guides will be emailed directly to employee work email addresses and you’ll receive an email confirming which employees received it (
New!). You’ll also receive a link to the digital enrollment guide to share with any eligible employees who do not have work email addresses.