Customized Letters to Your Employees

The following are examples of the type of letter to your employees that we can print on the inside of your custom cover of READY OR NOT, Your Retirement Planning Guide. The letters below are shown without the names of their organizations so you can see how easy it is to put together the perfect letter to suit your needs.

Letter 1: Association



Dear Member:

The ________ Association is extremely proud to provide you with the READY OR NOT retirement planning hand book.

This pre-retirement handbook has been designed to provide you with information on financial planning, Social Security, legal matters, Medicare benefits, your health and many other important topics necessary for planning a successful and rewarding future.

We have included sections unique to our members explaining the pension systems, rough calculations of your pension and the procedures to be followed once you have decided to retire.

None of the information given is intended to replace the advice of qualified professionals in the various fields. It is intended solely to help you organize the vast information and assist you in planning a successful retirement and future.

I want to stress the importance of planning for the future now. Many of us wait too long to plan for the day that each and everyone will face. I am confident that the information contained in this booklet will help to make you aware of the need to begin planning your retirement now. This book will offer you invaluable guidance as your retirement planning progresses.

A good part of our lives will be spent in retirement with our families. This is a time we all look forward to, therefore, it is extremely important for you to prepare for retirement.

The [organization] is always working hard to serve you better.

Sincerely and fraternally yours,
President, ________



Letter 2: Credit Union



Dear Members:

The decision to retire is an important, and sometimes difficult one. Fortunately, you have taken an important first step towards making informed, knowledgeable decisions about your future by attending this retirement education program.

To help make the transition to retirement even easier, we present this book, READY OR NOT Retirement Planning Guide. It is full of useful information about health, financial planning, housing in retirement, leisure activities, and many other topics important to future retirees. I encourage you to take this book home and discuss these topics with your family, because retirement not only affects you, but also the people close to you.

READY OR NOT Retirement Planning Guide is written for future retirees from both the public and private sector. Therefore some of the information is general, particular that covering pensions and health benefits. Be sure to refer to ________ publications if you have questions about your pension or the ________ Health Benefits Program. If in doubt, please write or call us. Information on how to reach us is on the inside back cover.

I wish you a long enjoyable retirement full of all the best life has to offer. As always, the ________ is available to answer any questions about your retirement benefits because, READY OR NOT, retirement is right around the corner.

Sincerely,
Director, ________



Letter 3: HR Department



Dear Fellow Employee,

Planning for the future is not an age or gender based activity. Each of us owes it to ourselves and our families to plan for our “golden years.” Although retirement may seem years away, it is not to early to give the subject serious consideration.

A financially secure retirement, rich in memories, doesn't happen by chance. Enjoying life after retirement happens as a result of implementing a good financial plan.

Our employee benefit package provides a fine place to start your planning process. But as good as our program is, it cannot replace the individual planning each of us must do.

That's why you are receiving a copy of READY OR NOT, Your Retirement Planning Guide. I hope you share this information with your family and other trusted advisors. I encourage you to take the time to complete the worksheets, consider your options and then develop and implement your plan.

If you have any questions, please contact the Pension and Insurance department.

Sincerely,
President and CEO