Page 87 - NovDefComp

Number of touches: 2 emails, 1 post-login action

Benefits of using the Touch 1 Touch 2

personalized website No linked accounts No linked No linked
Linked
accounts
accounts
accounts

Encourage participants to use web-based

planning tools and link accounts for a
Objective
more complete view of their financial

picture

• Email
Channel
• Post-login action (PLA)

Active and terminated participants on
Audience
the new web experience

Timing Ongoing — 3x per year Post-login action

(PLA)

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