Bring planning for retirement security to the forefront

October is National Retirement Security Month.

We know that while many participants recognize the importance of planning for retirement, for many, the idea is overwhelming. This feeling of overwhelm may lead them to avoid retirement planning altogether or to give up easily when they don’t know where to start, whether they’re on the right track or how to stay engaged planning throughout their career and beyond.¹

1/2

of all Americans are at risk of not being able to maintain their pre-retirement standards of living.²

31%

of U.S. adults are confident their retirement savings will last for their lifetime.³

Only 50%

of Americans have calculated how much they need to save for retirement.⁴

“Make any day a holiday!” campaign

We’re getting ready for National Retirement Security Month (NRSM) with a new “Make any day a holiday!” campaign. Starting with NRSM, our campaign continues year-round. Our goal is to inspire participants to continue building healthy financial habits and to increase awareness about the benefits of contributing to their retirement savings throughout their careers — even when other priorities arise.

We tap into the warmth and joy of seasonal experiences and holidays to encourage strengthening retirement security and financial wellness. Throughout the campaign, available materials will use holiday metaphors and imagery to engage participants and remind them that planning ahead for the future is its own event worth celebrating all year long.

Upcoming campaign tactics

October

Throughout October, leverage our engaging tactics to promote the ‘Make any day a holiday!’ campaign for National Retirement Security Month to inspire participants to build healthy financial habits and celebrate their journey towards retirement security.

Digital display
Put your office monitors to work by showcasing this digital display. It provides a QR code that participants can use to access educational materials. Download now

Canned email
Share this email with participants to drive them to a resource webpage made specifically for National Retirement Security Month. Download now

Newsletter article
Our featured newsletter article about National Retirement Security Month is ready for you to place in your next participant communication. Download now or as a Word document

Email signature
Add this graphic to your email signoff to remind participants to save for their future in October and beyond! Download now

Participant-facing social card
Share this social card on your social media platforms to engage participants. It highlights the importance of retirement savings and encourages them to celebrate their financial milestones. Download now

Web banner for internal websites
Add this web banner to your internal websites to serve as a constant reminder for participants to prioritize their retirement savings and take advantage of the resources available during the campaign. Download now

Virtual background
Use this festive background during your virtual meetings throughout October. It’s a fun way to keep the campaign top of mind and remind participants to focus on their financial wellness. Download now
November

Tactics coming soon
December

Tactics coming soon

Participant campaign page

Share this link with participants to help them engage with their retirement plan and access resources, including webinars and on-demand learning.

[1] “Planning for a Successful Retirement, For People of All Ages,” AARP, aarp.org/content/dam/aarp/research/surveys_statistics/econ/2022/planning-successful-retirement.doi.10.26419-2Fres.00547.001.pdf (October 2022).
[2] “The National Retirement Risk Index: Version 2.0,” Center for Retirement Research at Boston College, crr.bc.edu/the-national-retirement-risk-index-version-2-0/ (May 9, 2023).
[3] “New York Life: Wealth Watch,” New York Life, newyorklife.com/assets/newsroom/docs/pdfs/Wealth-watch-supplemental-data-sheet-2022.pdf (January 2022).
[4] “Top 10 Ways to Prepare for Retirement,” U.S. Department of Labor, Employee Benefits Security Administration, dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/top-10-ways-to-prepare-for-retirement (accessed August 2024).