Planning Summary on NetBenefits^®

These tools are designed to help you introduce participants to the latest Planning & Guidance Center feature in the NetBenefits offering—the Planning Summary.

The Planning Summary experience provides a way for your employees to take control of their finances and feel prepared for whatever comes their way by providing:

• a view of their full financial picture
• help to set and track financial goals—such as buying a home, or saving for a vacation
• access to create investment strategies to attain the goal they have set

Promotional Materials

Email Template

Email template that can be sent to employees to build awareness of and to connect them to the new Planning Summary experience on NetBenefits.

1-pager

This 1-page flyer can be added to presentations or used as a digital sign or screen saver.

SMS Keyword

Useful on-the-go tool to boost awareness of Planning Summary on NetBenefits—especially for those employees in non-traditional workplaces such as working from home, warehouses, hospitals, etc. Text: SUMMARY to 343-898

QR Code

Another way to get to Plan Summary on-the-go. Insert QR code in communications and other materials to build awareness and to connect employees to the new Planning Summary experience.