Bring planning for retirement security to the forefront
October is National Retirement Security Month.
We know that while many participants recognize the importance of planning for retirement, for many, the idea is overwhelming. This feeling of overwhelm may lead them to avoid retirement planning altogether or to give up easily when they don’t know where to start, whether they’re on the right track or how to stay engaged planning throughout their career and beyond.1
1/2
of all Americans are at risk of not being able to maintain their pre-retirement standards of living.2
31%
of U.S. adults are confident their retirement savings will last for their lifetime.3
Only 50%
of Americans have calculated how much they need to save for retirement.4
“Make any day a holiday!” campaign
We’re getting ready for National Retirement Security Month (NRSM) with a new “Make any day a holiday!” campaign. Starting with NRSM, our campaign continues year-round. Our goal is to inspire participants to continue building healthy financial habits and to increase awareness about the benefits of contributing to their retirement savings throughout their careers — even when other priorities arise.
We tap into the warmth and joy of seasonal experiences and holidays to encourage strengthening retirement security and financial wellness. Throughout the campaign, available materials will use holiday metaphors and imagery to engage participants and remind them that planning ahead for the future is its own event worth celebrating all year long.
Upcoming campaign tactics
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Throughout October, leverage our engaging tactics to promote the ‘Make any day a holiday!’ campaign for National Retirement Security Month to inspire participants to build healthy financial habits and celebrate their journey towards retirement security.
Digital display
Put your office monitors to work by showcasing this digital display. It provides a QR code that participants can use to access educational materials. Download nowCanned email
Share this email with participants to drive them to a resource webpage made specifically for National Retirement Security Month. Download nowNewsletter article
Our featured newsletter article about National Retirement Security Month is ready for you to place in your next participant communication. Download now or as a Word documentEmail signature
Add this graphic to your email signoff to remind participants to save for their future in October and beyond! Download nowParticipant-facing social card
Share this social card on your social media platforms to engage participants. It highlights the importance of retirement savings and encourages them to celebrate their financial milestones. Download nowWeb banner for internal websites
Add this web banner to your internal websites to serve as a constant reminder for participants to prioritize their retirement savings and take advantage of the resources available during the campaign. Download nowVirtual background
Use this festive background during your virtual meetings throughout October. It’s a fun way to keep the campaign top of mind and remind participants to focus on their financial wellness. Download now -
Digital display
Put your office monitors to work by showcasing this digital display. It provides a QR code to encourage participants to access educational materials and use November to update their beneficiaries. Download nowCanned email
Share this email with participants to drive them to a resource webpage made to encourage participants to use November to update their beneficiaries. Download nowEmail signature
Add this graphic to your email sign-off to remind participants to save for their future throughout the campaign. Download nowVirtual background
Use this festive background during your virtual meetings throughout autumn. It’s a fun way to keep the campaign top of mind and remind your employees and colleagues to focus on their financial wellness. Download now -
Digital display
Put your office monitors to work by showcasing this digital display. It provides a QR code that participants can use to access educational materials and use December to consider increasing retirement contributions. Download nowCanned email
Share this email with participants to drive them to a resource webpage made to encourage participants to use this month to consider increasing their retirement contributions. Download nowEmail signature
Add this graphic to your email signoff to remind participants to save for their future throughout the campaign. Download now
[2] “The National Retirement Risk Index: Version 2.0,” Center for Retirement Research at Boston College, crr.bc.edu/the-national-retirement-risk-index-version-2-0/ (May 9, 2023).
[3] “New York Life: Wealth Watch,” New York Life, newyorklife.com/assets/newsroom/docs/pdfs/Wealth-watch-supplemental-data-sheet-2022.pdf (January 2022).
[4] “Top 10 Ways to Prepare for Retirement,” U.S. Department of Labor, Employee Benefits Security Administration, dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/top-10-ways-to-prepare-for-retirement (accessed August 2024).