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401(k) Day 2021

This year’s 401(k) Day® campaign provides a comprehensive set of resources and tools to help participants focus on their finances in a fun and encouraging way. Three bingo cards, each with a variety of tasks and resources with financial wellness strategies, will help participants take a moment to Refocus, Revive, and Reset their finances.

The campaign includes a guidebook for plan sponsors explaining ways to use the materials. The materials include a flyer, poster, email/internet banners, bingo cards and badges. Instructions for the players provide explanations of concepts such as debt, credit, budgeting, and saving in retirement plans. Most materials are available in a 403(b) version.

Use the campaign for 401(k) Day on September 10th this year, or anytime throughout the year that works best for you.

Special this year for plan sponsors: send your campaign successes to [email protected] to be featured in an article in Defined Contribution Insights magazine.

 
Thank you to Enterprise Iron Financial Industry Solutions, Inc. for their support of 401(k) Day 2021!

Campaign Materials:

2021 Campaign Guidebook

Player Instructions

Flyer pdf

Poster pdf

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Refocus bingo card pdf

Revive bingo card pdf

Reset bingo card pdf

Refocus badge .png

Refocus badge .jpg

Revive badge .png

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Graduate badge .jpg

403(b) Versions

2021 Campaign Guidebook-403(b) pdf

Player Instructions-403(b) pdf

Refocus bingo card-403(b) pdf

Revive bingo card-403(b) pdf

Reset bingo card-403(b) pdf

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Revive badge-403(b) .png

Reset badge-403(b) .png

Graduate badge-403(b) .png

Worksheets
Budgeting worksheet

Retirement income worksheet

Retirement expenses worksheet

Net worth worksheet

SMART Goals worksheet