1. ENGAGE - Make It Easy to Take Action

Start your new members on the right path with these resources:

• Get in the Game With Hybrid Voluntary Contributions
• Counseling Checklist
• Hybrid Contributions Illustration

Direct Your Employees to Start Saving Now!

• Online – Log in to your Hybrid 457 Deferred Compensation account and click My Account, then Contributions. Select the percentage of each paycheck you’d like to set aside in voluntary contributions. You can begin saving up to 4% right away!
• Phone – Call Investor Services at 877-327-5261; select option 1.

2. COMMUNICATE - Promote the Plan

Send reminders to inspire your members to contribute 4% and keep saving until retirement.

Contribution deadline - Communicate quarterly with an email message .

Flyers - Email or post (lunchrooms, elevators, community boards) to spotlight how contributing even a little now will help greatly in the long term.

• Teachers: Start Saving Now!
• The Ripple Effect
• I’ll Take $3 From the Savings Menu
• Don’t Miss Out on the Match

Sample articles and messaging - Reach members via email, intranet and social media posts

3. EDUCATE - Be a Savings Champion

Use these resources to help educate your members about voluntary contributions:

• Enlist the help of the Defined Contribution Retirement Plan Specialists team for new hire orientations, benefit fairs and education sessions.
• Hybrid Plan Learning Channel - Share this link with your members or show the video during new hire orientations.
• PowerPoint Presentation - Use these slides to build on your presentations for new hire orientations or add to your intranet site.