Spousal Consent

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Make sure your employees know that if they?re married, their spouse has a say in how your pension benefit is paid.

Some employees may not know that their spouse will need to provide formal, notarized consent when they choose a payment option different from the default Joint and Survivor Annuity or a different beneficiary. This engaging video gives a high-level overview of the process, what a notary is and common places to find one.

When and how to use:

Share this video anytime during the year to targeted groups of employees nearing retirement:

  • Post on intranet/portal/microsite
  • Link in an email 
  • Play on digital sign boards
  • Show during retirement readiness meetings

Remember, if you post this video on an externally available website, it will be easy for employees show it to their spouses since it is smartphone-friendly.

Series: Feed Your Brain

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