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About this Retirement Plans Annual Summary one pager template
Report a retirement plan's year with this retirement plans annual summary one pager template. Members want to know their plan is growing and has direction. It shows both: it introduces the provider, describes what it offers, charts assets under management and new plans by employer size, shows member numbers and closes on priorities for next year. Plan providers, benefits consultants and HR teams use it for annual member and employer updates, in a mailing or on a benefits page. Members see how their plan is doing on a single sheet. Member numbers are charted, so growth in participation is easy to see.
Retirement Plans Annual Summary One-Pager Template
Report a retirement plan's members, assets and returns to its trustees
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- Change every word, number and color
- Download as PDF or PNG
What’s on it
- Short summaryAbout Us
- Key pointsWhat We Offer
- Area chart of a trendAssets Under Management ($B)
- Donut chart of the mixNew Plans by Employer Size (%)
- Headline numbersMembers
- Key pointsPriorities for 2026
Edit every word, chart and color
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