All materials from this initiative will be delivered electronically on the Website

Subdomains of the Website will be branded to each sponsoring firm and content managed accordingly.  A password-protected section of the Website will also host materials for exclusive use by sponsors, and materials for exclusive use by sponsors’ strategic partners (e.g., advisors, client plan sponsors).

Available to the general public / Directed to a Gen Z audience

  • Site content
  • YouTube videos leading Generation Z to responsible retirement decisions
  • Facebook page
  • Instagram
  • Twitter account
  • Snapchat account
  • Online calendar of retirement preparedness opportunities
  • Animated Emojis
  • App
  • Online game
  • 3-D giveaway available by request
  • Links to approved financial literacy resources
  • Other content decided by sponsors

Accessible by Advisors and Media via password-protected section of branded subdomains

  • Videos of case-in-point members of Generation Z based on real-life situations
  • Videos of research findings (qualitative and quantitative)
  • Easy-to-navigate printable executive summary report of research findings
  • Live and recorded webconferences for each study
  • Resources for advisors
  • Other resources decided by each sponsor

Accessible by sponsors only

For each study:

  • Print-ready detailed report of research presentations (with printer’s mark)
  • Easy-to-navigate printable reports of research findings for online posting
  • Library of research presentation slides and speaker notes
  • Detailed tabulations

Other deliverables

  • News releases
  • Seal for vetted and approved financial literacy opportunities
  • $50,000 fund to support financial literacy initiatives directed to members of Generation Z
  • Budget to advertise in venues with high visibility among Gen Z youth
  • Dedicated program manager
  • Access to a keynote speaker and supporting materials

Gen Z Retires Timeline