Plan Sponsor Toolkit

National Financial Capability Month

April 2023

Empower employees to take action this April for a more secure financial future with the ready-to-use promotional items on this page. This year’s campaign encourages them to:

Take the FutureFIT® Wellness Check and evaluate their financial fitness.
Get their personalized financial wellness action plan.
Take advantage of valuable learning resources to support a healthy financial future

START HERE

Announcement email

Introduces National Financial Capability Month and encourages employees to get their FutureFIT Wellness Check and unlock their customized financial action plan.

Email includes a link to the FutureFIT Wellness Check, where employees can take the survey and instantly get their action plan.
Easily distribute this email with the help of our step-by-step guide.

Download email

PROMOTE IT

FutureFIT Wellness Check

With the Wellness Check employees answer a few questions about their financial life and get an action plan with resources to help them improve their financial habits.

Download the digital banner for use on your intranet or website to encourage employees to take the FutureFIT Wellness Check.

Download banner

ADDITIONAL RESOURCES

Webinars

The FutureFIT Financial Wellness Webinar Series offers valuable insights on key financial topics to help employees improve their financial smarts and make more informed decisions about their money.

Includes live webinars every month along with on-demand webinars that can be viewed at any time.
Topics range from retirement planning to money management, insurance, taxes and other special topics.
Use the banner on your intranet site. It links to the webinar registration page where employees can reserve their spot.

Download banner Download flyer

ADDITIONAL RESOURCES

FutureFIT University offers short, interactive learning modules on a wide array of financial topics. At only 5 to 10 minutes each, employees can improve their financial savvy quickly and easily at their convenience.

The short modules are organized into “playlists” on a topic area, including financial basics, buying a home, paying for college and planning for retirement.
Topics also target small business and financial caregivers.
Use the banner on your intranet site. It links to FutureFIT University.

Download banner Download flyer

ARTICLES

Knowledge for all

Browse our selection of insights on critical areas of financial planning designed to help employees build smart money habits and long-term financial security.