Page 107 - NovDefComp

Ongoing guidance Number of touches: 4 emails versioned
and sent based on web or age trigger,

for stay-in-plan outbound call

terminated participants

Offer timely guidance to terminated
Objective
participants who have stayed in plan

• Email
Channel
• Outbound calling

Participants terminated 6 months or more
Audience
with a balance of >$25K

Triggered based on web activities:

• Use lifetime income tool
• Visit withdrawal pages

• Visit investment or MA pages
• Rebalance or TDF transaction

Timing • Change beneficiary or address Outbound
OR call

Reaching age 55, 60, 61.5, 64.5

Each trigger results in 1 email and 1 call

Maximum of 2 received per year

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY