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Resources for your employees

Toolkits are key resource that give you, as the employer, everything you need to communicate the benefits of the MERS program(s) effectively. You’ll find essential guides and resources for retirement preparation, enhancing your ability to support your employee’s financial well-being and bolstering your efforts in talent attraction and retention. Resources can be tailored by your product(s), topics, and/or employee career stages.

To get started simply select your product(s) and either the topic or career stage on the left-hand side. You can then download the material and email it to your staff, post it to your intranet and/or post it in your breakroom.

 NameProductDescriptionTopic
Health Care Savings Program

Quick enroll a new participant into the MERS Health Care Savings Program (HCSP).

Getting Started
IRA

Quick enroll a new participant into the MERS IRA Program.

Getting Started
457

Quick enroll a new participant into the MERS 457 Supplemental Savings Program.

Getting Started
Defined Benefit (DB)

Quick enroll a new participant into the MERS Defined Benefit (DB) Plan.

 

Getting Started
Defined Contribution

Quick enroll a new participant into the MERS Defined Contribution (DC) Plan.

Getting Started
Hybrid

Quick enroll a new participant into the MERS Hybrid Plan.

Getting Started
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Considerations when one is contemplating retirement.

Nearing Retirement
457

Helping employees understand the benefits of an employer matching contribution.

Benefits Overviews, Encouraging Engagement, Getting Started, Maximize Savings
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Key dates and deadlines to consider as employees approach retirement.

Nearing Retirement
457, Defined Contribution, Health Care Savings Program, Hybrid, IRA

5 tips for making the most of retirement plan(s).

Encouraging Engagement, Getting Started, Maximize Savings
457, Defined Contribution, Health Care Savings Program, Hybrid, IRA

Considerations in times of market volatility.

Encouraging Engagement, Investing
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Questions and considerations to aide in estimating a retirement budget.

Maximize Savings, Nearing Retirement
457, IRA

Detailed comparison ROTH and Traditional accounts.

Encouraging Engagement, Getting Started, Maximize Savings
457

Customizable flyer/invite highlighting Save Early concept of compounding.

Encouraging Engagement, Investing, Maximize Savings
457

Compares impacts of regular contribution increases over time and encourages annual increase.

Maximize Savings
457, Defined Contribution, Health Care Savings Program, Hybrid, IRA

Explanation of MERS Target-Date Funds and how they work.

Benefits Overviews, Getting Started, Investing
IRA

Describes why a participant may want to open a MERS IRA.

Encouraging Engagement, Maximize Savings
457, Defined Contribution, Health Care Savings Program, Hybrid, IRA

Emphasizes the importance of saving early.

Encouraging Engagement, Getting Started, Maximize Savings
457, Defined Contribution, Health Care Savings Program, Hybrid, IRA

Explanation of the MERS investments available to participants.

Benefits Overviews, Encouraging Engagement, Getting Started, Investing
457

Resource to help participants understand what they should consider if they are at or near retirement.

Nearing Retirement
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Explains how you qualify for Social Security, how benefits are determined, and how to apply for benefits.

Financial Wellness, Nearing Retirement
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Describes who MERS is and what MERS does.

Benefits Overviews, Getting Started
IRA

Brief overview of how a MERS IRA works.

Benefits Overviews, Encouraging Engagement, Getting Started, Maximize Savings
Health Care Savings Program

Brief overview of how the program works.

Benefits Overviews, Getting Started
457

Brief overview of how this invested savings account can strengthen your financial future.

Benefits Overviews, Getting Started
Hybrid

Brief overview of how the retirement plan works.

Benefits Overviews, Getting Started
Defined Contribution

Brief overview of how the retirement plan works.

Benefits Overviews, Getting Started
Defined Benefit (DB)

Brief overview of how the retirement plan works.

Benefits Overviews, Getting Started
Hybrid

Help employees understand what they should consider if they are at or near retirement.

Nearing Retirement
Health Care Savings Program

Help employees understand what they should consider if they are at or near retirement.

Health Care in Retirement, Nearing Retirement
Defined Contribution

Help employees understand what they should consider if they are at or near retirement.

Nearing Retirement
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid, IRA

Details what participants can do with and how they can access their myMERS account.

Benefits Overviews, Getting Started
457, Defined Benefit (DB), Defined Contribution, Health Care Savings Program, Hybrid

Describes financial wellness as staying on track to meet your retirement goals while overcoming daily financial challanges. Provides inflormation on a Financial Fitness tool designed to help participants gauge their financial wellness.

Financial Wellness
Health Care Savings Program

Emphasizes the importance of up-to-date beneficiary information and outlines the basics of how different beneficiary types work.

Beneficiaries, Encouraging Engagement, Getting Started, Nearing Retirement
457

Emphasizes the importance of up-to-date beneficiary information and outlines the basics of how different beneficiary types work.

Beneficiaries, Encouraging Engagement, Getting Started, Nearing Retirement
Defined Benefit (DB)

Emphasizes the importance of up-to-date beneficiary information and outlines the basics of how different beneficiary types work.

Beneficiaries, Encouraging Engagement, Getting Started, Nearing Retirement
Defined Contribution

Emphasizes the importance of up-to-date beneficiary information and outlines the basics of how different beneficiary types work.

Beneficiaries, Encouraging Engagement, Getting Started, Nearing Retirement
Hybrid

Emphasizes the importance of up-to-date beneficiary information and outlines the basics of how different beneficiary types work.

Beneficiaries, Encouraging Engagement, Getting Started, Nearing Retirement
Defined Benefit (DB)

Resource to help participants understand what they should do if they are at or near retirement.

Nearing Retirement

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