Page 78 - NovDefComp

Creating a richer dialogue with

participants through automated,

personalized communications

Goal Address the needs of all employees based on where they are
in their retirement planning stage and time to retire

• Personalized messaging

Components • Multi-touch, auto-triggered
• Delivered through multiple channels: email, print,
web message, app push notification, outbound calling

• Participate in your plan

• Welcome to your plan
• Update your beneficiary and profile

• Benefits of using the website

• Save more
Topics • Invest wisely

• Welcome to My Total Retirement
• Milestones, including age 50 catch-up

• Advisory services options

• Your retirement savings options (for those exiting
the workplace

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