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I'm a Y Plan Administrator
Promoting Retirement Benefits

Tools, resources, and information to help you promote the
Fund's benefits.


Sidebar: Saving for Retirement in 3 Simple Steps

Compound Interest Sidebar

Rollover Sidebar

YMCA Best Practices

The Fund polled Ys with the highest rates of 403(b) Smart Account participation among staff. Learn their best practices.

Notice to New Hires

Include this wording in new hire packets, employee handbooks, personnel policy manuals, or other handouts.

Educational Materials for Staff

Use these materials to educate the staff at your Y about the 403(b) Smart Account.

403(b) Universal Availability

All employees must be notified of their right to participate in the 403(b) plan and make pre-tax contributions.