Page 85 - NovDefComp

Number of touches: 2 emails

Update your beneficiary

and profile Touch 1 Doesn’t take action Touch 2 Takes action

Encourages participants to review their

plan annually

• Log in
Objective
• Add/update beneficiary designation

• Add/update communication
preferences

• Email
Channel
• Mail (limited)

Mailer
Audience Eligible and terminated participants

Timing Ongoing — 1x per year

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