Employee communication templates
Announcing the plan
Customize and send this plan announcement a few days before your employee education session.
Subject: Exciting news! You’re invited to join our new retirement savings plan
We are pleased to announce that [ Employer ] SEIU members now have access to a new retirement savings plan called my65+.
My65+ is a digital retirement plan that makes saving for your future easier and affordable. It’s designed to help you grow your savings up to 3x bigger than traditional bank RRSPs.
As a [ Employer ] employee, my65+ will help you maximize every dollar you save for retirement.
A retirement plan that will:
- help you figure out how much you need in retirement, how much to save, and how much to expect from government benefits
- contribute from your paycheck, so it’s easy to stay on track
- automatically match you to an investment fund to grow your money
- let you transfer in any existing RRSP/TFSAs to manage them all in one place
Join your plan anytime, with full control to make changes, check your balance, or withdraw funds. Your account is yours for life! Every bit counts – and it’s never too late to start.
You will soon receive an email from email@example.com with an invitation link to create your my65+ account. It only takes about 15 minutes to set up your plan. Guided enrollments are available.
Learn more in our team education session on [ DATE ].
Please don’t hesitate to reach out with any questions.
Enrollment reminder #1
Customize and send this enrollment reminder 2-4 days after the education session
Subject: Don’t miss matching $$$! Enroll by XX [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 in the my65+ plan 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 My65+ retirement specialist using the link below if you have any questions on how to get set up.
[ Your name]
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 my65+ Plan
If you’re still intending to join the RRSP/TFSA my65+ plan and haven’t already done so, I encourage you to take 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. The my65+ team is available to answer any questions. You can book a 1:1 session with them using the link below.
[ Your name]
Send this reminder to employees to show them how to drive more value from their savings.
Subject: Transfer your existing RRSPs into My65+ to make your savings go further
One of the reasons we choose my65+ as our workplace retirement plan is their low-fees. As you may have discovered, the plan enables you to transfer in any existing RRSP/TFSAs you might have – like those from your bank or a previous group plan.
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 my65+ using the link below.
[ Your name]