With Manulife Financial
your employee have what they
need every step of the way


Pre-enrollment
Pre-enrollment package
Gives your employees a working knowledge of retirement savings plans and the advantages of participation.

Announcement Letter
Plan Highlights Sheet
Payroll Stuffers
Meeting Announcements

Enrollment

Enrollment meetings are conducted by professionally trained staff. Individual attention and stateof-the-art materials make the process simple - even for the novice participant.
Tools such as slides, videos and handouts

Informative participant enrollment kit
Guides employees through retirement planning learning about investing, retirement savings goals and choosing investments.
Tools that help calculate the growth of contributions.
Fund sheets on the investment options in your plan.
Lifestyle booklet detailing our popular pre-selected portfolios (if this is an option you choose to offer).

Post-enrollment

Ongoing communications
We continue to educate your employee on changing retirement issues through:

A quarterly newsletter on investment basics and retirement planning topics.
Participant statements with personalized summary information on portfolio performance, transactions and investment selection.
Detailed statements with additional information for more sophisticated participants.
Website, www.manulife.com/usa, offering interactive tools and information on investment returns, unit values and account balances.
Your Retirement Game Plan, a fun way to review retirement startegy; available in hardcopy or on-line.
See How Detailed Reproting To You And Your Employees Works