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Educational Materials for Staff

These materials can help educate your staff
about their Retirement Benefits.  

See how much to contribute

2020 Limits listContribution Limits
Determine the maximum amount your employees can contribute

 

Who We Are Video Sidebar   
 
 Intro to the Fund Spanish Sidebar Graphic  
 
 
Sidebar: Saving for Retirement in 3 Simple Steps
 

Now is the Time to Start Saving

 
 Now is the Time to Start Saving

 

POSTER

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.

 
 

 Keep Your Savings On Track

 
 Keep Your Savings On Track

 

5 X 7 PROMOTIONAL CARD

Distribute during all-staff meetings, new hire training, and open enrollment sessions. Cards are available UPON REQUEST.

 
     
 Fund Overview Sheet

 

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.​


 
     
 Guide Cover

 

GUIDING YOU THROUGH THE 
YMCA RETIREMENT FUND

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.
                

                          
            
 
        
Path to Your Retirement Future ImagePATH TO YOUR RETIREMENT FUTURE

PRINT and distribute this infographic to new hires.

 

Spanish Material
Materiales en Español

 
 Who We Are Video Spanish Version  
INTRODUCTION TO THE
YMCA RETIREMENT FUND

In less than 3 minutes you can learn about the retirement benefits offered exclusively to YMCA employees. 
VIEW HERE           

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. 
VER AQUI           

 
 Fund Overview 1-pager Spanish Version  
1-PAGE OVERVIEW OF THE FUND

Distribute this overview to new hires to explain the basics of the two Plans, and the advantages of building savings with the Fund. 
PRINT            

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   

 
 403b Smart Account - Spanish  
403(B) SMART ACCOUNT

To start or grow your savings with a 403 (b) Smart Account. (Not available in Puerto Rico) 
PRINT             

Para iniciar o hacer crecer sus ahorros con un 403(b) Smart Account. (No disponible en Puerto Rico) 
IMPRIMIR    

 
 Application to Participate form image Spanish  
APPLICATION TO PARTICIPATE

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. 
PRINT            

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      

 
 Designation of Beneficiary Active Employees Spanish Version  
DESIGNATION OF BENEFICIARY

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.") 
PRINT

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        

 
 Designation of Beneficiary Former Employees Spanish Version  
DESIGNATION OF BENEFICIARY

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.") 
PRINT            

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            

 
 

Video