Page 82 - NovDefComp

Number of touches: 4 emails, 1 mailer, outbound call

Welcome to your Touch 1 Touch 2 Touch 3

retirement plan

Effectively onboard newly enrolled
participants

• Register account

• Designate beneficiary
Objective
• Set communication preferences

• Use online tools

• Call us for help

• Consider advisory services

• Email Touch 4

Channel • Mail (limited) Mailer Outbound

• Outbound calling (limited) call

Audience Newly enrolled DC participants or existing
participants that are new to Empower

Triggered — date of first cash or
Timing contribution (new participants) or date of
first money transfer (plan transition)

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