Page 76 - NovDefComp

Post-migration: automatic

messaging is driven in 2 ways

A unique experience for every employee (begins about 4-6 weeks post
migration)

Prioritization

If an individual is eligible for an
Empower your future Moments that matter “Empowering your future” message
Messages delivered on a time schedule Messages initiated by individual
based on birthday actions and a “Moments that matter” message,
the “Moments that matter” message

takes priority
Topics Topics
• Welcome to your retirement plan
• Do you need help investing?
• Get help with financial wellness • Your retirement savings options
(individual exits the workplace
• Benefits of using personalized organization)
website • Welcome to professionally Consistent messages,
• Save more managed accounts (if applicable) synchronized where your

• Offer of a personalized financial employees will see them
review (participant opt in)

•Email to preferred email address
This program is a continuous, automated outreach designed to drive engagement with the plan that focuses on key •Direct mail (print)
behaviors: enrolling, participating, saving, investing and account management. Personalized messages are sent to
employees based on identified needs and recommended next steps. Each message is triggered based on behavior, •Message at login
activity or the reaching of a milestone. •Call from Empower

The plan name, logo, phone number and website URL as well as plan features are included in these communications.
Metrics will be provided to help us understand engagement and to inform ongoing messaging.

FOR FINANCIAL PROFESSIONAL AND PLAN
FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.
SPONSOR USE ONLY.