Overview

It’s important for members of a group retirement plan to understand the different investment options available to them. This module is designed to provide members with a better understanding of investments, and the role they play in realizing their retirement goals.

Investment Basics video series

Choosing the right investments is a key part of a healthy retirement plan. We created these videos to make learning about investments simple and fun. The videos will help you understand how investments work and how they can help you realize your savings goals. 

Watch video series

My Retirement Tools

Workbooks

These workbooks are designed to help members continue to review and make the most of their retirement savings. We have created three versions of the Member Annual Review Workbook, according to the types of funds available through the plan.

Resources