Page 64 - NovDefComp

2023 participant communications & engagement calendar

January/ March/April May/June July/August September November/

February /October December

Campaign: Campaign: Campaign: Campaign: Campaign: Campaign:

Beneficiary Meet with your Asset Allocation Roth campaign National Retirement
Encourage participants Advisor Understanding Getting to know your Retirement Readiness
to check or update Promote 1:1 meetings investing basics and Roth options Security Month- How ready are you?
beneficiary info diversification Multi-campaigns

Seminars: Seminars: Seminars: Seminars: Seminars: Seminars:

Maximize Achieving Financial Retirement Getting to know your Retirement
contributions/catch- Wellness planning for women Roth options Moving forward in Readiness: Are you
up uncertain times ready?

Myths about Investing in your Personalized Web
Saving early retirement plans – retirement account Experience Pursuing your Take your investing
financial freedom
to the next level
Future Healthcare
costs

Retirement Readiness Reviews and with retirement plan counselor – ONGOING
Retirement Readiness Reviews with retirement plan advisors –
ONGOING
Personalized participant communications – AUTOMATED and ONGOING
Personalized participant communications – AUTOMATED and
Participation | Welcome | Complete your profile | See where you stand | Investing | Consolidation | Managed accounts
ONGOING
The Retirement Readiness Review is provided by an Empower representative registered with Empower Advisory Group, LLC and may provide investment counseling and/or
Participation | Welcome | Complete your profile | See where you stand | Investing | Consolidation | Managed accounts
recommendations at no additional cost to participants. There is no guarantee provided by any party that use of the review will result in a profit.
FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.
FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.