Welcome to the Employer Help Center

Participant Email Templates (for Plan Sponsor use)

Articles

Missing Beneficiary Template
For participants who have not designated a primary beneficiary -  Download email template ...
Beneficiary Review Template
Reminder for participants who have designated a primary beneficiary to review their selections -  Download email template ...
Terminated Participants Template
Overview of options for terminated participants with a balance greater than $5,000 -  Download email template ...