Enrollment Kits

SS&C’s enrollment booklet publishing system enables plan providers to create comprehensive, plan-specific enrollment materials in English and Spanish over the Internet, whenever and wherever the need arises. Plan participants can also access these materials — including printable enrollment forms, information on plan investments, fund performance, and fund prospectuses — online, 24/7 through our Employee Benefit Network.

  • Off-the-Shelf – It's Your Story

  • Off-the-Shelf – It's Your Story (Spanish)

    It's Your Story Spanish Enrollment Book Sample PDF
  • Off-the-Shelf – OnCourse

    OnCourse Enrollment Book Sample PDF
  • Off-the-Shelf – OnCourse (Spanish)

    OnCourse Spanish Enrollment Book Sample PDF
  • Off-the-Shelf – Focusing Your Future

    Focusing Your Future Enrollment Book Sample PDF
  • Off-the-Shelf – Focusing Your Future (Spanish)

    Focusing Your Future Spanish Enrollment Book Sample PDF
  • Off-the-Shelf – Easy Steps

    Easy Steps Enrollment Book Sample PDF
  • Off-the-Shelf – Easy Steps (Spanish)

    Easy Steps Spanish Enrollment Book Sample PDF
  • Custom – BB&T

    Custom BB&T Enrollment Book Sample PDF