Below are a few email templates you can use to:
- Announce your plan
- Remind employees to enroll
- Invite a new employee to join your plan
- Explain how to transfer in existing RRSP/TFSA
Announcing your 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
Hello team!
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 paycheque, 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
Watch the video | Visit the website
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.
What’s next?
You will soon receive an email from enroll@my65plus.ca with an invitation link to create your my65+ account. It only takes about 10-15 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.
Best,
[Your name]
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]
Hi everyone,
We hope you’re excited to take part in our new TFSA/RRSP 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!
Need Help?
You’ll find your unique enrollment link in your email inbox (from enroll@my65plus.ca). 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.
https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Happy saving!
[ Your name]
Enrollment reminder #2
Customize and send this enrollment reminder about 3 weeks after you have run your first payroll cycle.
Subject: Reminder to enroll in my65+ Plan
Hi everyone,
If you’re still intending to join the TFSA/RRSP my65+ 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 enroll@my65plus.ca)
- Follow the link to the online enrollment process (from a computer)
Need help?
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.
https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Happy saving!
[ Your name]
Invite a new employee to join your retirement plan
Customize and send this email when you hire a new employee.
Subject: Explore your retirement benefits & claim the pay [Employer] has set aside for you
Hello [employee name],
We're excited to have you on our team. As part of our employee benefits, we are pleased to offer a workplace retirement plan from Common Wealth.
my65+ is a retirement plan that gives you a TFSA and RRSP so you can grow your savings for retirement. When you create an account, you can decide how much you want to save each month, and it will come right off your paycheque.
The best part is that when you save to your TFSA, [Employer name] will match you dollar for dollar – that means for every dollar you contribute, [Employer name] will deposit the same amount to your RRSP account – up to a maximum of [$xxx] each year.
This plan gives you full access 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.
What’s next?
You will soon receive an email from enroll@my65plus.ca with an invitation to join the plan. It only takes about 10 minutes to set up your account. Please use a computer instead of a mobile device to enroll.
Best,
[Your name]
Transferring a TFSA or RRSP
Your plan offers a far better rate than the typical bank RRSP. This means your employees will benefit by transferring any of their existing TFSAs and RRSPs into your plan. Send this email to employees who have signed up to the plan to show them how to drive more value from their savings.
Subject: Transfer your existing TFSAs/RRSPs into my65+ to make your savings go further
Hi everyone,
One of the reasons we chose my65+ as our workplace retirement plan is their low fees. As you may have discovered, the plan enables you to transfer in any existing TFSAs/RRSPs 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!
Need help?
If you have questions or want help transferring in your existing TFSA/RRSPs, you can book a 1:1 session with my65+ using the link below.
https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Happy saving!
[ Your name]
Offboarding employees
Our Customer Success team will reach out to any terminated employees to discuss options to continue plan membership. As a helpful resource for your employees, you can share this article and one-pager in your offboarding communications.
