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myRA meeting invitations & follow-up emails

Use these to invite employees to a meeting about myRA® and to follow up with them afterwards.

myRA Meeting Invitation Emails

Subject: Start saving for retirement with myRA

We know you’ve heard how important it is to save for retirement. We also know it can be hard to get started. That’s why we want to tell you about myRA®, a retirement savings account that was developed by the U.S. Department of the Treasury to help make it easy for you to start saving for your future.

myRA is simple, safe, and affordable — no fees, no complicated investment options, and the account carries no risk of losing money.

We invite you to come to a meeting to learn more about myRA:

When:
Where:
Time:
Host:

[OPTIONAL: We will save the last 10 minutes of the meeting to give you the opportunity to sign up for myRA. You’ll need to have this information to open an account:

•	Social Security number* 
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)] 

Hope to see you there.
Sincerely,
XXXX

*You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
Subject: Don’t miss the upcoming myRA meeting

Are you attending the meeting about myRA®? This simple, safe, affordable retirement savings account was developed by the U.S. Department of the Treasury and can help you start saving for the future.

myRA has no fees, it will never lose money, and it costs nothing to open. Plus, you choose how much you want to save.¹ Even if you can only save a little at a time, we encourage you to start saving – every bit counts. 

Meeting Details: 
 
When:
Where:
Time:
Host: 

[OPTIONAL: We will save the last 10 minutes of the meeting to give you the opportunity to sign up for myRA. You’ll need to have this information to open an account:
•	Social Security number²
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)]
Hope to see you there! 

Sincerely,

XXXX

¹Annual and lifetime contribution limits and annual earned income limits apply, as do conditions for tax-free withdrawal of earnings. Limits listed are for 2016 and may be adjusted annually for cost-of-living increases. To learn about key features of a Roth IRA and for other requirements and details, go to myRA.gov/roth-ira.
²You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
Subject: myRA meeting is today

If you want to start saving for your future, but haven’t found an easy way to get started, you don’t want to miss today’s meeting about myRA®. This simple, safe, affordable retirement savings account was developed by the U.S. Department of the Treasury and can help you start saving for the future.

You can open a myRA account at no cost, there are no fees, and you choose an amount to save that fits your budget.¹ Plus, it’s backed by the U.S. Treasury so you can trust that your money is secure. 

We hope that you will join us:

When:
Where:
Time:
Host: 

[OPTIONAL: We will save the last 10 minutes of the meeting to give you the opportunity to sign up for myRA. You’ll need to have this information to open an account:
•	Social Security number²
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)]
Sincerely,

XXXX

¹Annual and lifetime contribution limits and annual earned income limits apply, as do conditions for tax-free withdrawal of earnings. Limits listed are for 2016 and may be adjusted annually for cost-of-living increases. To learn about key features of a Roth IRA and for other requirements and details, go to myRA.gov/roth-ira.
²You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.

Text for a myRA Meeting Printable Invitation

You work hard. We want to help make saving easy.
Learn about myRA®, a retirement savings account from the U.S. Treasury 

If you want to save for retirement but haven’t found an easy way to get started, join us to learn about myRA! myRA is a retirement savings option that was developed by the U.S.  Department of the Treasury to help make it easy to start saving.

Our company has chosen to help employees start saving with myRA because we know how important it is to save for retirement – even if you’re just starting out in your career. We hope you will attend this meeting to learn more about myRA.
	
Meeting Details: 

When:
Where:
Time:
Host: 

[OPTIONAL: We will save the last 10 minutes of the meeting to give you the opportunity to sign up for myRA. You’ll need to have this information to open an account:
•	Social Security number*
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)]
With myRA, you can save for retirement. It’s simple, safe, and affordable — there are no hassles, no fees, and no hidden costs. It’s a great way to get on the path to retirement saving.
To learn more, visit myRA.gov.
	
We look forward to seeing you there!

*You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.

myRA Meeting Follow-Up Emails

Subject: Thanks for attending the myRA meeting. You’ve taken the first step.

Thank you for joining the recent meeting about myRA®, the new retirement savings account developed by the U.S. Department of the Treasury. We hope you found it helpful and inspiring – we’re excited to help you take the first step to a more secure financial future. 

If you’re interested and haven’t already signed up, please go to myRA.gov to open an account and start saving with myRA. You can open an account in just a few minutes. You’ll need to have this information to open an account:
•	Social Security number*
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)
For more information, visit myRA.gov or call a myRA customer representative at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.

Please let us know if you have any questions.

Sincerely,

XXX

* You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
Subject: We missed you at the myRA meeting – but it’s not too late

We’re sorry you missed the meeting about myRA®, a retirement savings account developed by the U.S. Department of the Treasury. If you’ve been meaning to save for retirement, but haven’t yet, now you can with myRA.

myRA has no fees, it will not lose money, and it costs nothing to open. Plus, you choose the amount you want to save – whatever fits your budget.¹ For more information, visit myRA.gov.

What’s next?

If myRA seems like a good choice for you, go to myRA.gov to sign up. It only takes a few minutes to open an account. 

You’ll need to have this information to open an account:
•	Social Security number²
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of at least one beneficiary (the person you choose to inherit your account)
Once you’ve opened your account, you can choose to fund it in several ways:
•	From your paycheck. Set up automatic direct deposit to your myRA with your employer.
•	From your checking or savings account. Set up recurring or one-time contributions from your checking, savings, or other type of personal account. 
•	From your federal tax refund. At tax time, direct all or part of your federal tax refund to your myRA.

Please let us know if you have any questions. We’re here to support you as you get on the path to retirement saving. Additionally, myRA customer support is available to help with questions at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
 
Sincerely,

XXX

¹Annual and lifetime contribution limits and annual earned income limits apply, as do conditions for tax-free withdrawal of earnings. Limits listed are for 2016 and may be adjusted annually for cost-of-living increases. To learn about key features of a Roth IRA and for other requirements and details, go to myRA.gov/roth-ira.
²You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
Subject: Reminder: Have you signed up for a myRA account?

If you haven’t already signed up for a myRA® account, we encourage you to take a few minutes to open an account today. You can sign up by going to myRA.gov.

As you may have heard, myRA is a retirement savings account developed by the U.S. Department of the Treasury to help make saving easy. We’re helping employees start saving with myRA, so you can take more control of your future.

If you need more information on why myRA may be a good option or to find answers to your questions, visit myRA.gov.

Make sure to have the following information ready when you sign up: 
•	Social Security number*
•	Driver’s license, state ID, U.S. passport, or military ID
•	Name and birth date of your beneficiary (the person you choose to inherit your account)
Go to myRA.gov and follow the steps to create an account. myRA customer support is also available to help with account creation or maintenance questions at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.

Sincerely,

XXX

*You can also open an account using an ITIN (Individual Tax Identification Number), but only by contacting myRA customer support at 855-406-6972 or TTY/TDD 855-408-6972 or International 1-414-365-9616.
Last updated 7/29/2016