educate your staff The Fund has a variety of resources available to help you educate your staff about the exceptional retirement benefit you provide to them. LEARNING CENTER The Learning Center is the go-to resource for your employees to learn about Y Retirement’s Plans and how they can achieve lifetime income in retirement. The Learning Center can be accessed via the online account portal at www.yretirement.org, and it provides a variety of educational resources including videos, eLearnings, and more! The Learning Center is also where your employees can register for virtual instructor-led sessions. Only enrolled Y Retirement participants will be able to access the Learning Center and they must have created their online account to do so. If you have employees who are not enrolled, we have a variety of information and educational resources available on our public website at www.yretirement.org, especially in “How the Fund Works”, including a Video Library and FAQs. THE Y RETIREMENT COMMUNICATIONS GUIDE Located on YERDI in the Resources section, this tool has helpful templates and new shareable content that you can use to communicate the value of the Fund benefit to your staff. 403(b) Savings Plan Enrollment Form Print this form to start or grow your savings with the 403(b) Savings Plan. (Not available in Puerto Rico) APPLICATION TO PARTICIPATE Print this application to enroll an eligible employee in the 401(a) Retirement Plan. Please note: this application should be kept on file at your Y. Employees should be enrolled through YERDI. DESIGNATION OF BENEFICIARY Use this form for current employees of the YMCA, to name their beneficiaries in the event of their death. This form is not necessary if you register with “My Accounts” and designate your beneficiary online. (See the left sidebar in “Features.”) DESIGNATION OF BENEFICIARY Use this form for former employees of the YMCA, to name their beneficiaries in the event of their death. This form is not necessary if you register with “My Accounts” and designate your beneficiary online. (See the left sidebar in “Features.”) 2-PAGE OVERVIEW OF THE FUND Print and distribute to new hires. This overview explains the basics of the two Plans, and the advantages of building savings with the Fund. INTRODUCTION TO Y RETIREMENT In less than 3 minutes you can learn about the retirement benefits offered exclusively to YMCA employees. Spanish Materials Materiales en español ACUERDO DE REDUCCIÓN DE SUELDO Y FORMULARIO DE INSCRIPCIÓN EN EL PLAN DE AHORRO 403(B) DEL FONDO DE RETIRO DE YMCA Acuerdo de Reducción de Sueldo y Formulario de Inscripción en el Plan de Ahorro 403(b) del Fondo de Retiro de YMCA. (No disponible en Puerto Rico) IMPRIMIR SOLICITUD PARA PARTICIPAR EN EL PLAN DE RETIRO DEL FONDO DE JUBILACIÓN DE LA YMCA Para inscribir a un empleado elegible en el Plan de Retiro. Tenga en cuenta: esta solicitud debe mantenerse en el archivo de su Y. Los empleados deben estar inscritos a través de YERDI. IMPRIMIR DESCRIPCIÓN GENERAL DE 2 PÁGINA DEL YMCA RETIREMENT FUND Distribuya a los nuevos empleados. Este resumen explica los conceptos básicos de los dos Planes y las ventajas de generar ahorros con el Fondo. IMPRIMIR DESIGNACIÓN DE BENEFICIARIO – PARA LOS EMPLEADOS DE EL YMCA Para los actuales emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento. Esta forma no es necesaria si se registra su cuenta en linea (a yretirement.org), y designa a su beneficiario en linea. (Vea a la barra lateral izquierda en “Your Personal Info” y seleccione “Beneficiary Information.”) IMPRIMIR DESIGNACIÓN DE BENEFICIARIO – PARA LOS EMPLEADOS ANTERIOR Para los antiguos emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento. Esta forma no es necesaria si se registra su cuenta en linea (a yretirement.org), y designa a su beneficiario en linea. (Vea a la barra lateral izquierda en “Your Personal Info” y seleccione “Beneficiary Information.”) IMPRIMIR INTRODUCCIÓN AL YMCA RETIREMENT FUND En menos de 3 minutos, puede aprender de los beneficios de retiro que se ofrecen exclusivamente a los empleados del YMCA.