Page 35 - DCAC February 2024 Files

2024 Participant Communications and Engagement Calendar – Proposed

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

Q1 Q2 Q3 Q4

Campaign: Campaign: Campaign: Campaign:

Security Guarantee and Email Empower Platform Shape up your Financial Asset Retention
Capture campaign Understanding “Lifetime Future Highlights distribution options
Promote Account Security Income Score” Custom campaign to increase and benefits of leaving money
through email capture campaign contributions in the plan

My Total Retirement and My Total Retirement and
Online Advice Online Advice National Retirement
Rollout announcement to Three-month campaign to Security Month
promote Empower Advisory promote advice service Multiple campaign messages
Service to promote plan participation

New Hire Employee Orientation & Extra Help – ONGOING

Education: Education: Education: Education:
• Retirement Readiness • Retirement Readiness • Retirement Readiness • Retirement Readiness
Reviews Reviews Reviews Reviews
• Account Security Seminar • Website Demonstration • Stay in the Plan |
• Retirement Readiness • Website Demonstration Distribution Options
Seminar • Save More
• Roth vs Pre-Tax
Personalized participant communications – AUTOMATED and
ONGOING
The Retirement Readiness Review is provided by an Empower representative 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.
Participation | Welcome | Complete your profile | See where you stand | Investing | Consolidation | Managed accounts
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. ©2022 EMPOWER, LLC. ALL RIGHTS RESERVED.