Page 95 - NovDefComp

Number of touches: 4 emails, 1 post-login action,
Do you need help 1 insight widget, 1 mailer, outbound call

Touch 1 Touch 2 Touch 3
investing? RSG No RSG RSG No RSG

Drive awareness of the value of
Advisory Services

Objective OR

Schedule a Retirement Readiness
Review

• Email

• Mail (limited) Touch 4
Channel • Outbound call (limited) RSG No RSG Insight widget

• Post-login action (PLA)

• Insight widget Post-login
action (PLA)

Audience Not enrolled in My Total Retirement
or Advisor Managed Accounts

Timing Ongoing — 2x per year

Mailer

The Retirement Readiness Review is provided by an Empower representative Outbound call
registered with Empower Advisory Group, LLC and may provide investment
counseling and/or recommendations at no additional cost to participants.
There is no guarantee provided by any party that use of the review will result
in a profit.
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY
Some features may not be available and are subject to change without notice.