Page 135 - AugDefComp
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Welcome to your retirement plan
Objective Timing Audience Channel
Welcomes newly enrolled Triggered – date of first cash (new Newly enrolled DC participants or email
participants and highlights key participants) or date of first money existing participants that are new print
next steps: transfer (plan transition) to Empower outbound calling (limited)
• Register account, add a
beneficiary and set delivery
preferences
• Link accounts for complete
financial view
• Call for a guidance consultation
Email touch 1 Email touch 2 Email touch 3 Email touch 4
Print backup
FOR ILLUSTRATIVE PURPOSES ONLY
Some features may not be available and are subject to change without notice.
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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