Page 19 - DCAC February 2024 Files

2023 Participant Communications Calendar – Delivered

Generated at a plan level or specified audience

Personalized participant communications (ECE) – AUTOMATED and ONGOING

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

January March April May August November/

February September December

Campaign: Campaign: Campaign: Campaign: Campaign: Campaign:

Shape up your 401(a) Blackout is Brand Refresh Deferred Retiree Invitation MARCOM Award
Financial Future Over Announcement Materials Compensation Plan Announcement of Submission
Promote new onsite ICMA-RC 401(a) • Enrollment Highlights retiree meetings Develop submission
representative Transition ends PowerPoint Update and Publish Completed August for MARCOM Award
Completed 1/27 announcement • Enrollment Guide new plan highlights. Completed October
Completed 3/27 • Communication Completed May Fee Suspension
St. Valentine’s Day Templates Messaging Participant/Non-
Encourage participants Bank of West Letter Completed March OBRA Plan Highlights Announcement of Fee Participant Surveys
to add or update Recordkeeping Update and Publish Suspension to Deliver surveys
beneficiary changes NAGDCA Award new plan highlights. participants . To be completed
Completed 2/7 announcement Submission Completed May Completed September Nov/Dec
Completed 3/21 Develop submission for
401(a) Transition NAGDCA Award
Newsletter Brand Refresh Completed April
ICMA-RC 401(a) Rebrand participant
Transition Newsletter communications brand
Completed 2/23 affecting all plans
Completed March

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