Monday, May 11, 2015

Financial Wellness Video is Live!

Ten minutes  - that's all it takes to gain valuable information about your retirement planning options and $260 in 2016 paycheck credits.

Pledge Option
Your ninth pledge option for 2015 is referred to as the Financial Wellness Video. Although it is a bit different from your other pledge options - it is just as important. After all, a big part of your future health and wellness is your financial security once you have stopped working. Although that may seem like decades away to some of you millennials out there - your saving opportunity is now.

In collaboration with Transamerica Retirement Solution, the health system's benefits team put together this special presentation (pledge) in hopes you will embrace the importance of understanding your saving actions. Whether you are well on your way to a prosperous retirement, or haven't even begun to think about it, this brief overview on the basics of investing will also educate you on the options the health system and Transamerica offer you as an employee.

What to Do to Complete the Pledge
  1. Login to your TA account* on nslij.trsretire.com
  2. Take a moment to review your "Overview" page and "Retirement Outlook".
  3. Scroll down to the bottom of the screen. On the lower right corner you will see a "Communications" box. Within that box is the link to the video.
  4. When you click to view, an information box will appear. Here you will need to provide your name, an email address, your employee ID**, and a wellness code (which is pre-populated for you).
  5. The video will begin. It takes a little under 10 minutes to complete this pledge, so be sure to schedule your time accordingly. 
  6. You must watch and listen to the video in its entirety. No muting or skipping, or you will not receive the credit.
  7. At the end of the video pledge (last screen) a red button will turn green. At this point you can exit the video and a certificate of completion will arrive in your email inbox.
  8. Print and save the certificate. Your certificate will only appear once, even if you repeat the video.
  9. Your pledge completion date will appear on your Wellness Summary in ESS in about 6 to 8 weeks.
*Don't have an account with Transamerica yet? If you are one of the many eligible employees who were automatically enrolled in either a 401(k) or 403(b) retirement plan upon hire, you can then set up your account. When on the sign up page - just hit "Get started now" and follow the prompts.

**Your employee ID can be found on your paycheck. Visit ESS - Personal Information - Payroll - View Your Paycheck. The ID is in the upper left-hand corner in a box marked general.

8 comments:

Anonymous said...

Good idea helping people be aware of their retirement

Northwell Health People Communications said...

Thanks for the positive feedback on the new financial wellness pledge! Take advantage of one of the many total rewards the health system offers you, by scheduling a one-on-one conversation with your retirement planning consultant today - visit nslij.trsretire.com, and click "Meet with Transamerica".

Anonymous said...

Hi,

I completed watching the video on June 1st but I do not see it posted to the wellness summary yet. Please tell me who I can contact to check on when it will be posted. I received an email but I was unable to open the attachment to get the certificate because there was an error in the attachment.
Thank You

Northwell Health People Communications said...

In response to August 22 at 2:53pm: The file that marks your completion of the Financial Video Pledge is collected from Transamerica on the first of every month, and then downloaded into your Wellness Summary on ESS. If you completed the pledge by watching the 10 minute video in its entirety your date of completion should appear in your Wellness Summary on ESS July 1 -August 1 latest. Since this Blog posts anonymous comments I cannot further investigate. To verify compliance, call the HR Service Center at 516-734-7000. Thank you for your interest in the program.

El Mito said...

where is the financial wellness video?

Northwell Health People Communications said...

In response to El Mito: You must login to your Transamerica account to view the video. Once logged in you will find it in the Communications Box in the lower right hand corner. Instructions on how to complete this pledge can be found on the employee intranet>myHR>Total Rewards>Benefits>Benefits Enrollment.

sara said...

These are the links that i found inside the communications box
Click here for your Cash Balance Plan Balance
Together Is Better
Naming Your Beneficiary
More >

i cant find the financial wellness video

Northwell Health People Communications said...

In response to Sara who is having trouble locating the Financial Wellness Video on the Transamerica login page. This is being resolved and you should be able to see it and complete the pledge later today. If you continue to have trouble into the later part of the day, email your issue to hrservicecenter@nshs.edu. We apologize for this inconvenience and assure you that your information of compliance will be recorded. Thank you.