Page 146 - AugDefComp

• On-Site Education – invite individuals in this demographic to attend:
o Group seminars focusing on saving more
o 1 on 1 consultations
• Virtual Education
o Demonstrate the RetireSMART Ready Tool
• RetireSmart Resources:
o RetireSmart ReadyTool
o Articles, calculators, and videos available on-demand

GOAL: Allocate
We will encourage plan participants to diversify appropriately.
Deliverables:
• On-Site Education
o Group seminars focusing on asset allocation and diversification
• Virtual Education
o Website demonstration highlighting how to review asset allocation and
make appropriate changes
• RetireSmart Resources:
o RetireSmart ReadyTool
o Articles, calculators, and videos available on-demand
•

GOAL: Consolidate
Encourage participants to consolidate retirement accounts, when appropriate.

Deliverables:
• Communications -
o Target anyone with less than 5 years of service who has not processed a
roll-in from another plan
• On-Site Education
o Group seminars highlighting the potential benefits to consolidation
o 1 on 1 consultations
• Virtual Education
o Incorporate consolidation message into web-based seminars
• RetireSmart Resources:
o RetireSmart ReadyTool
o Articles, calculators, and videos available on-demand

GOAL: Retirement Success
We will provide information to retirees to help them maximize their chances for
retirement success.

Deliverables:
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