Automatic Withdrawals Employee Engagement Toolkit

A tool to help your employees make informed decisions.

Your employees have worked hard to save for retirement. And, as they transition into retirement, they need help turning their savings into income.

The Automatic Withdrawals tool helps employees evaluate, compare, and select the strategy that suits their unique needs for retirement income. The tool can also help answer their key questions, such as “How much might I receive?”, “For how long?”, “What may be left at the end of my target planning period?”.

By simply inputting data such as planning age, the number of payments they would like to receive in a calendar year, and their expectations of future market conditions, employees can visualize the long-term implications of certain withdrawal strategies.

Promote the Automatic Withdrawals tool to employees to help them optimize their savings and turn those savings into retirement income. Simply download and share each piece with your retiree population.

Email
Send this email to employees to make them aware of the Automatic Withdrawals tool on NetBenefits.

Video
Share this helpful overview video with employees so that they can learn how to generate income from their retirement savings by using the Automatic Withdrawals tool.

Share information about the tool in internal retiree communications channels.

Please note: The Automatic Withdrawals tool can be used by any employee to model withdrawal options, but setting up an automatic withdrawal plan can only be set up by those who are withdrawal eligible, based on plan rules for age and status.

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