Page 109 - NovDefComp

Number of touches: 6 emails - first 3 versioned for age 55+ and under

Your retirement age 55, 1 mailer, 1 post-login action, 1 web banner, outbound call

Touch 2
Touch 1
Touch 3
savings options

balance >$25,000

Encourage participants to schedule

a consultation to review options for
Objective
their retirement savings plan with
previous employer

• Email

• Mail Touch 4 Touch 5 Touch 6 Post-login Mailer

Channel • Outbound call action (PLA)

• Post-login action (PLA)

• Web banner

Audience Newly terminated participants

Outbound call
Daily as notification of termination
Timing
received from plan

Web banner

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