Retirement Communication. Simplified.

helping you

FOCUS ON THE FUTURE

Welcome to Edu(k)ate // Page 2

Simplified Financial Education to Guide You to Retirement.Edu(k)ate is an engaging platform to help you better prepare for financial independence by providing a library of financial education, access to important information about your savings plan and an open line of communication with your plan advisor. If you have questions about saving for retirement, Edu(k)ate can provide answers.

We know that planning out a saving strategy can be a very daunting task, thats why most people avoid it all together. The anxiety and an apprehension to engage is impeding too many people from reaching their dreams. Fear no more! We’ve created a solution to settle your financial woes.

Our unique approach to assessing your current financial situation will invite you to look at saving for retirement in a whole new way, giving you the knowledge and resources to fully engage in your future.

You Deserve The Best in Retirement PrepEdu(k)ate strives to bring you the best in financial education, tools, and retirement communication, so you get the most out of your retirement plan.

Evaluate Your Financial Standing

How do you feel about your current savings plan? Our unique assessment will provide a fresh look at your financial lifestyle and help you formulate a plan to reach your goals.

Premier Financial Education

Edu(k)ate is focused on your financial well

being, and is concentrated on bringing you the best in financial education. We are currently 30 courses strong with 9 step-by-step financial guides and will be adding more over time.

Retirement Plan Information

You’ll have easy and up-to-date digital access to your company's retirement plan

information. This includes account log-in, matching & vesting info, plan documents and more. You’ll also have the option to direct message your plan's advisor.

Compete With Your Colleagues

Upon activating your account, you’ll create a username that represents your presence at edu(k)ate. If your employer

offers a contest you will compete with your colleagues for awards, accolades and bragging rights, all while learning how to better prepare for financial future.

Retirement Education Has Never Been This FunYou’ve never seen retirement education like edu(k)ate. Forget reading through tons of paperwork and confusing financial calculators. We’re sure you know you should save, but now you’ll have the tools you need to plan for retirement. Edu(k)ate is here to help.

Getting Started // Page 4

Getting Started, With Edu(k)ateDealing with finances can sometimes leave you with a lot of unanswered questions. We’ve created a unique approach that finally makes it fun and engaging to get answers! There’s no better time to start than now.

While activating your account, you will be asked to opt in to electronic disclosure. Opting in allows your plan the option to send you communications digitally through edu(k)ate. Saving the planet and you money! All of your plan info will be easy to access and finally in one place.

Our interactive assessment focuses on your feelings about your current financial standing. By avoiding the complicated financial calculators and keeping you engaged in the process, there’s finally a way to make retirement planning fun.

You’ll get an invitation through your work email with a link to activate your account. Once activated, all of your retirement plan information will already be connected to your account.

STEP 1

Receive InvitationSTEP 2

Electronic DisclosureSTEP 3

Take Assessment

Get the Most out of edu(k)ate // Page 5

Get the Most out of Your Financial Future

Edu(k)ate currently houses over 30 unique financial courses and 9 step-by-step guides to help you get the education you need to prepare for retirement.

We’ve created a series of curated learning paths to help you become more knowledgeable in the key components of a strong financial plan. These topics will provide the information and confidence you need to make wise financial decisions.

Our content is selected from some of the best providers of education the web has to offer. From IRA basics to compound interest, we tailor our suggestions based on your level of knowledge of finances, so you always have something new to learn.

Activity Center // Page 6

Get Informed and Stay EngagedEdu(k)ate has a series of visual and user experience tools, direct messages, relevant courses and a contest platform to keep you informed about your financial plan.

Activity Center

The Activity Center gives you access to communications, courses and contests to keep you in the game.

Recommended Courses:Once you activate your account, your Dashboard will suggest courses to cover the basics of retirement planning. As you progress, you’ll begin to tackle some of the more advanced financial topics. From IRA basics to personal taxes, we’ve got you covered.

Social Learning:Enjoy the social aspects of learning with your peers. Our live leaderboard is guaranteed to keep the motivation high and the competition stiff. Nothing activates the mind like a juicy reward, which is why Edu(k)ate incorporates contests with your colleagues. Awarding points, badges and accolades for your participation, you’ll achieve workplace dominance and prizes while cruising along to financial enlightenment.

Additional Benefits // Page 7

ASK AN EXPERT

Through direct messaging, we’ve opened a private line of communication with an edu(k)ate expert. It’s easier than ever to get the answers you need to challenging financial topics.

DIRECTED COMMUNICATIONS

Through edu(k)ate, your retirement plan will be able to send you all of your necessary financial information and communications. This means getting your communications faster, and more conveniently than by mail or through other means.

30+ COURSES AND 9 STEP-BY-STEP GUIDESThe backbone of our product is built on financial education. We believe that with the necessary insights everyone would be better off and more adequately prepared for their transition into retirement. It’s our passion to supply you with the courses you need most.

RETIREMENT PLAN DOCUMENT ARCHIVE

We archive all of your retirement plan's documents, so you know where to find them at any time. We’ll notify you when new documents are available, and keep the old ones handy for when you need them.

RETIREMENT INFORMATION CENTERWith edu(k)ate you’ll have quick and easy access to your company's retirement plan information. Company matching, vesting and advisor contact, as well as your account log-in links, will finally be in one easy-to-access location.

YOUR INFORMATION IS CONFIDENTIAL

The information you submit to edu(k)ate is for your benefit and is used to help you plan for financial Independence. Personal data is not shared with your company or sold to any third-party companies, so rest easy knowing your information is safe.

Additional Benefits

edukate.com • support@edukate.com

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