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• RetireSMART webinars
o Emails and posters to promote our online seminar series
 Example: Save More without BIG Sacrifices

GOAL: Allocate
We will encourage plan participants to diversify appropriately.
Deliverables:
• Communications - Segmented by age (18 – 34, 35-54, 55+) and gender (Female/Male)
o Target anyone with less than 4 investment options, excluding those in an asset
allocation (lifecycle/lifestyle) strategy via their preferred medium (Mail/Email)
• On-Site Education
o Group seminars focusing on asset allocation and diversification
o 1 on 1 consultations
• Web-Ex Education
o Website demonstration highlighting how to review asset allocation and make
appropriate changes
• RetireSMART webinars
o Emails and posters to promote our online seminar series
 Example: Finding an Investment Strategy in Uncertain Times

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

Deliverables:
• Communications - Segmented by age (18 – 34, 35-54, 55+) and gender (Female/Male)
o Target anyone with less than 5 years of service who hasn’t processed a roll-in from
another plan via their preferred medium (Mail/Email)
• On-Site Education
o Group seminars highlighting the potential benefits to consolidation
o 1 on 1 consultations
• Web-Ex Education
o Incorporate consolidation message into web-based seminars
• RetireSMART webinars
o Emails and posters to promote our online seminar series
 Example: Five Obstacles that Prevent Financial Success (and what you can do
about them)

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

Deliverables:
• Communications – Targeted to the retiree population
o Provide helpful tips on topics such as diversification in retirement and making your
retirement income last
• On-Site Education – specifically invite this demographic to attend:
o 1 on 1 consultations
• Web-Ex Education
o Demonstrate the RetireSMART Income Planner
• RetireSMART webinars
o Emails and posters to promote our online seminar series
 Example: Social Security and Your Retirement

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