We have created an email message, a newsletter article and a message that can be placed in your HRIS to communicate with your staff regarding the Fund’s virtual education offerings that are now available.

You can use the resources provided below to copy and paste in an email to send to staff at your YMCA, to create a newsletter article, or to put it in your HRIS system.

Email Message to Staff

 

Copy and paste this message in an email to send to staff at your YMCA.

Subject Line: Virtual Education Sessions Offered by the YMCA Retirement Fund

Want to learn more about your retirement benefit or planning for retirement? The YMCA Retirement Fund is now providing two virtual education sessions!

Over fifty sessions are offered over the next ninety days on various days and at various times, making it convenient and easy to register. Remember to talk with your supervisor to arrange the best time for you to participate.

Understanding Your YMCA Retirement Fund Benefit

This thirty-minute educational presentation is geared towards staff who are new to the Y or are ready to save for retirement.

Retirement Strategies: Creating Your Plan Seminar

This three-hour seminar is designed for staff who are within ten years of retirement or over the age of fifty. The Fund encourages your spouse/partner to also attend this seminar with you.

Many classes are filling up, so make sure you click on the link below to register for your session.

https://www.yretirement.org/learning-center/fund-updates-insights/learning-center/seminars/virtual-education

Newsletter Article

 

Copy and paste this article in your Y’s newsletter to communicate with your staff regarding the Fund’s virtual education offerings.

Virtual Education Sessions Offered by the YMCA Retirement Fund

The YMCA Retirement Fund is now providing two virtual education sessions facilitated by Fund staff!

Over fifty sessions are offered over the next ninety days on various days and times, making it convenient and easy to register. Remember to talk with your supervisor to arrange the best time for you to participate.

Understanding Your YMCA Retirement Fund Benefit

This thirty-minute educational presentation is geared towards staff who are new to the Y or are ready to save for retirement. You will learn the following:

(1)  The difference between the Retirement Plan and the Savings Plan
(2)  How to make the most of the Savings Plan’s features while working and in retirement
(3)  The “rule of thumb” for the income you’ll need in retirement and how tax-deferred savings add up

Retirement Strategies: Creating Your Plan Seminar

This three-hour seminar is designed for staff who are within ten years of retirement or over the age of fifty. The Fund encourages your spouse/partner to also attend this seminar with you. You will learn about the following:

1.  Various annuity options that are available with your YMCA Retirement Fund account(s) upon retirement

2.  Understanding and getting the most from your Social Security benefit

3.  Budgeting for and taxes in retirement, as well as healthcare options, including an overview of Medicare

4.  Questions to consider in estate planning

Many classes are filling up, so make sure you click on the link below to register for a session.

https://www.yretirement.org/learning-center/fund-updates-insights/learning-center/seminars/virtual-education

Message on HRIS

 

Copy and paste this message into your HRIS system.

The YMCA Retirement Fund is offering two virtual educational options to allow you to learn more about your retirement benefit or to help you plan for retirement. These education sessions are available for registration up to ninety days in advance. Click here to learn more about these free sessions:

https://www.yretirement.org/learning-center/fund-updates-insights/learning-center/seminars/virtual-education