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Members may download one copy of our sample forms and templates for your personal use within your organization. Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organization’s culture, industry, and practices. Neither members nor non-members may reproduce such samples in any other way (e.g., to republish in a book or use for a commercial purpose) without SHRM’s permission. To request permission for specific items, click on the “reuse permissions” button on the page where you find the item.
Millennials’ Under-Saving Nixes Match
Retirement Plan Education—Take It to the Next Level
Learn from AOL’s 401(k) Missteps
Message to Employees: Saving 1% More Will Boost Retirement Income
Digital Divide: Generations Differ in Retirement Planning
Posters, Fliers Available for '401(k) Day' Campaign
Tailor Your Retirement Planning Messages
Auto Features Impact Communication
401(k) Match: Higher 'Thresholds' Drive Participation
Financial Benefits Important for Attracting, Retaining Talent
Encourage Employees to Defer Adequate Pay to Their 401(k)
Tips on Communicating 401(k) Fees
DOL Issues Policy on Electronic Disclosure of Participants' 401(k) Fees
“Staying the Course” Rewards 401(k) Investors
Targeted Communications Boost 401(k) Participation and Savings
Supreme Court Ruling Shows Need to Tighten Up SPDs
Raising Retirement Age Not Enough, Report Cautions
401(k) Fee Disclosure for the ‘You Never Told Me’ Employees
See also:Education and Advice…Fees...Participation...
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