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Educational Materials for Staff

These materials can help educate your staff about the
403(b) Smart Account.  

See how much to contribute

2015 Contribution Limits Calculator graphicContribution Limits
Determine the maximum amount your employees can contribute


Sidebar: Saving for Retirement in 3 Simple Steps

Intro to Fund Video Sidebar

Now is the time icon

Print and post this 8.5 x 11 poster in the Y's employee common area, 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.

Fund Overview Sheet1-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.


Guide Cover


A clear, easy-to-read explanation of many of the key aspects of the Retirement Plan and the Savings Plan. The Guiding You Through the YMCA Retirement Fund brochure is available upon request.