Financial Fitness Toolkit

Help your workforce increase their financial fitness by sharing these helpful month-by-month tips.

Each document contains the same information, just in a different format. Choose the format(s) that work best for your organization!

Financial Fitness Toolkit Posters

Posters/Payroll Stuffers

Download the PDF

Financial Fitness Toolkit Table Tents

Table Tents

Download the PDF

Financial Fitness Toolkit Slides

Email/Intranet/ PowerPoints

Twelve JPG images you can use for any electronic communication.

Download the ZIP (U.S.)

Download the ZIP (Canada)

Financial Fitness Toolkit Social Media

Social Media

JPEG images and supporting messages to share on your organization's social media.

Download the ZIP (U.S.)

Download the ZIP (Canada)

Financial Well-Being Monthly Reminders (U.S.)

A Month-by-Month Guide to Help You Communicate With Your Plan Participants

Find more tools and resources here.

January

January - New Year - Celebrate Financial Wellness Month

April

April - Don't Be an April Fool! Invest Your Tax Refund in You.

October

October - No Tricks, Just Retirement Plan Lingo!

February

February - Feel the Love for Your Retirement Plan!

May

May - Help Your Retirement Savings Blossom! Explore the Basics of Diversification.

November

November - Make a Game Plan for Your Retirement!

March

March - Don't Rely on Luck! Small Savings Matter for Emergencies.

June

September - Back to School - Financial Homework Time

December

December - Don't Let the Holiday Hoopla Bust Your Budget.