Brinton Business Ventures, Inc., AE of The Standard Pooled Employer Plan

Thank you for your submission

Congratulations on taking a step toward your future retirement. As of [submitted-date], you have requested to save the following amount of your pay into your retirement plan:

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Please register for online access to your account. Registering your account is an important way to protect it from fraud attempts. This video shows you how.

What happens next?

The Standard shares your contribution rate with your employer. Then your employer will start withholding money from your paycheck as soon as the retirement plan allows. The money withheld from your paycheck goes into your retirement account. Unless you choose a different investment option, your contributions will be invested in the plan’s default fund. If you want to, you can change your investments at any time.

You will receive a notice in the mail after we receive your first contribution to the plan.

How do I make changes?

You may change the amount you save, your investments or other account information by logging in to your account.

Questions?

More information is available when you access your account at standard.com/retirement anytime. You can call us at 800.858.5420 Monday through Friday between 5 a.m. and 5 p.m. Pacific.

 

Print this page for your records

Thank you for your submission

Congratulations on taking a step toward your future retirement. As of [submitted-date], you have requested to save the following amount of your pay into your retirement plan:

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Please register for online access to your account. Registering your account is an important way to protect it from fraud attempts. This video shows you how.

What happens next?

The Standard shares your contribution rate with your employer. Then your employer will start withholding money from your paycheck as soon as the retirement plan allows. The money withheld from your paycheck goes into your retirement account.

Your contributions will automatically be invested in our Mainspring Managed service. It’s a mix of investments from your plan based on your individual situation. It considers your account balance, salary increases, inflation, projected income needs and other factors. Some of this information is provided by your employer. If you choose to share additional information, we will be able to tailor your recommended portfolio more. You may decline the Mainspring Managed service and choose different investment options at any time.

You will receive a notice in the mail after we receive your first contribution to the plan.

Questions?

More information is available when you access your account at standard.com/retirement anytime. You can call us at 800.858.5420 Monday through Friday between 5 a.m. and 5 p.m. Pacific.

 

Print this page for your records

Congratulations! You've taken an important step toward retirement

Congratulations on taking a step toward your future retirement. As of [submitted-date], you have requested to save the following amount of your pay into your retirement plan:

Pre-tax contribution rate: [pre-tax-contrib]

Roth contribution rate: [roth-contrib]

Next, complete your PortfolioPlus enrollment

Continue to the Retirement Plan Advisors website to complete your enrollment. There, you will create a secure online account and answer a simple questionnaire to help the investment professionals determine which strategy best meets your personal needs.

If you do not complete the PortfolioPlus enrollment, or provide other investment directions, your contributions will be invested in the plan’s default fund.

What happens next?

The Standard gives the amount you chose to your employer to make payroll adjustments. Your employer makes the change as soon as allowed by your plan.

The Standard processes your request within two business days of receiving your payroll information from your employer. Unless you choose a different investment option, your contributions will be invested in the plans default fund. 

You will receive a welcome letter in the mail after your retirement plan contributions start.

How do I make changes?

You may change the amount you save, your investments or other account information by logging in to your account.

 

Questions?

Call us at 800.858.5420 Monday through Friday between 5 a.m. to 5 p.m. Pacific or contact your employer.

 

Print this page for your records

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Mainspring Messaging

Take the first step toward retirement by selecting the amount of your paycheck you'd like to save. If you're already enrolled, even a modest increase can make a difference over time.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

Congratulations! You are automatically enrolled in the retirement plan at the plan's default contribution rate of [X] percent, but saving even 1 percent more can make a difference over time. Simply enter the new amount you'd like to save below.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

Congratulations! You are automatically enrolled in the retirement plan at the plan's default contribution rate of [X] percent. Furthermore, your contributions will increase automatically over time to help make it even easier to reach your retirement goal.

You may change the plan's automatic setting by submitting your own contribution rate below. Keep in mind, this will opt you out of future automatic increases.

Select the Mainspring Managed service to have our experts professionally manage your retirement account for you. Or if you prefer to manage your own investments, simply choose the amount you would like to start saving below. If you're already enrolled, keep in mind that even a modest increase can make a difference over time.

Once you've submitted your selections below, you'll receive a confirmation screen with what to expect next.

Congratulations! Your employer makes saving for retirement easy by automatically enrolling you in the Mainspring Managed service, which manages your contributions and investments for you.

Employees are enrolled at the default contribution rate of [X]%. If you’d like to save more, you can always increase your contribution amount below. If you are unsure about how much to contribute, or if you’d like to opt out of the service, you can talk to one of our professionals at 800.858.5420.

Congratulations! You are automatically enrolled in your retirement plan with the plan's default contribution rate of [X]%, but keep in mind that even a modest increase can make a difference over time. And by selecting the Mainspring Managed service, you can have our experts manage your investments and recommend contribution changes for you.

Once you've submitted your selections below, you'll receive a confirmation screen with what to expect next.

Take the first step toward retirement by selecting the amount of your paycheck you'd like to save. If you're already enrolled, even a modest increase can make a difference over time. Then, select how you would like to manage your investments.

Once you've submitted the form, you'll receive a confirmation screen with what to expect next.

I understand this will allow me access to StanCorp Investment Advisers’ investment professionals, who will develop a Savings and Investment Plan designed just for me. They will also work directly with me on an ongoing basis to update my plan as my personal circumstances change.

I am seeking maximum stability even if returns are low

I am a middle of the road investor and prefer both growth potential and consistency of returns

I am seeking maximum long-term growth, even if it means wide swings in my account value

Select the amount you'd like to save before taxes are taken from your pay

$

%

Enter the pre-tax amount as a:
Select the amount you'd like to save after taxes are taken from your pay
Enter the Roth amount as a:
How Do You Want Your Investments to be Managed?

Choose this option to enroll with Portfolio Plus, a professional money management service designed to increase return while managing risk. After you submit this form, you will be directed to the Retirement Plan Advisors website to complete your enrollment.*

You may create an online account and choose your investments at any time through Personal Savings Center. If you do not make any investment selections, your contributions will be invested in the plan's default fund.

Have questions? Call 877.284.6837.

Portfolio Plus Detail Text

There may be a minimal monthly fee for the Mainspring Managed option, depending on your account balance.

Account balanceFee
Less than $5,000None
$5,000 - $10,000$5 per month
More than $10,000$10 per month