Page 125 - DCAC December 2024 Files

2024 Delivered Participant Communications – Custom

Generated at a plan level or specified audience

Q1 Q2 Q3 Q4

Security Guarantee Retirement Resources Shape Up your Financial National Retirement
Campaign Campaign Future Security Month
- Retiree’s only - Content delivered in April - Custom campaign email - Content delivered in August for
October campaign
- Delivered in March and poster delivered in July

My Total Retirement and My Total Retirement and
Online Advice Online Advice
- Three-month campaign to - Three-month campaign to
promote advice service promote advice service

Personalized participant communications (ECE) – AUTOMATED and ONGOING

Participation | Welcome | Complete your profile | See where you stand | Investing | Consolidation | Managed accounts

FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY. RO3766362-0924.
FOR PLAN SPONSOR OR FINANCIAL PROFESSIONAL USE ONLY.