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 staff to learn about the Fund’s Plans and how they can achieve lifetime income in retirement. Include the link in your employee materials so that they can access videos, eLearnings, and more! THE FUND COMMUNICATIONS GUIDE Located on YERDI in the Tools and 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) SMART ACCOUNT Print this form to start or grow your savings with a 403(b) Smart Account. (Not available in Puerto Rico) APPLICATION TO PARTICIPATE Print this application to enroll an eligible employee in the 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.”) POSTER Print and post this 8.5″ x 11″ poster in your Y’s employee common areas, such as break rooms, or on the staff bulletin board. 11″ x 17″ also available upon request. PAYCHECK STUFFER Print and include in employees’ paychecks or new hire packets, or distribute during open enrollment sessions. 5 X 7 PROMOTIONAL CARD Distribute during all-staff meetings, new hire training, and open enrollment sessions. Cards are available upon request. 1-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. PATH TO YOUR RETIREMENT FUTURE Print and distribute this infographic to new hires. INTRODUCTION TO THE YMCA RETIREMENT FUND In less than 3 minutes you can learn about the retirement benefits offered exclusively to YMCA employees. Spanish Materials Materiales en español 403(b) SMART ACCOUNT Para iniciar o hacer crecer sus ahorros con un 403(b) Smart Account. (No disponible en Puerto Rico) IMPRIMIR APLICACIÓN PARA PARTICIPAR EN EL YMCA RETIREMENT FUND 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 1 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 ACTUALES 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 en “My Accounts” y designa a su beneficiario en línea. (Vea la barra lateral izquierda en “Features.”) IMPRIMIR DESIGNACIÓN DE BENEFICIARIO – PARA LOS ANTIGUOS EMPLEADOS DE EL YMCA Para los antiguos emlpeados de la YMCA, para nombrar sus beneficiarios en caso de su fallecimiento. Esta forma no es necesaria si se registra en “My Accounts” y designa a su beneficiario en línea. (Vea la barra lateral izquierda en “Features.”) 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.