We make it easy for you to assemble the tools you need to hold effective employee meetings, conduct successful enrollment campaigns and maximize plan participation. At PensionSource, we offer attractive, easy-to-understand materials to help employees learn about the importance of saving for retirement, understand their retirement plan’s features and advantages, work toward contributing at the maximum levels and make informed asset allocation decisions. The Enrollment Kit is a five step guide that educates employees about the basic principles of investing for retirement.
It’s as easy as 1, 2, 3
Complete the form below to give us the necessary information to fulfill your order. Remember to specify the
enrollment meeting date and the required materials delivery date. Submit your order request as soon as possible
as delivery of kits may take 7-10 business days from receipt of your completed request. For enrollment meeting
support services or additional assistance, please call 800.785.4992, Option 2.