---
title: "Staff Retirement Education Policy Statement"
id: "60773"
type: "post"
slug: "staff-retirement-education-policy-statement"
published_at: "2009-06-02T09:00:00+00:00"
modified_at: "2026-11-04T19:23:44+00:00"
url: "https://associationsnow.com/2009/06/02/staff-retirement-education-policy-statement/"
markdown_url: "https://associationsnow.com/2009/06/02/staff-retirement-education-policy-statement.md"
excerpt: "A sample employee education policy statement for retirement plan sponsors, with fill-in fields, that documents the goals, responsibilities, and guidelines for educating plan participants. A model for formalizing a retirement plan education program."
taxonomy_category:
  - "Learning"
taxonomy_post_tag:
  - "Employee Training"
  - "Financial Planning"
  - "PDF"
  - "retirement"
  - "The Sample Center"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "C-Level"
  - "Director"
  - "Manager"
  - "VP"
taxonomy_persona:
  - "Association Professionals"
---

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[Kim McVicker](https://associationsnow.com/author/kim-mcvicker/)

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Tags: [#Employee Training](https://associationsnow.com/tag/employee-training/)
 [#Financial Planning](https://associationsnow.com/tag/financial-planning/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#retirement](https://associationsnow.com/tag/retirement/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)

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