Personal touch reaps awards for plan sponsors in P&I’s 2022 Eddys

Other strategies distinguished themselves for getting complete.

ABA Retirement Resources (Voya Economical), a 1st-place winner in the pre-retirement preparation group for non-earnings programs with extra than 5,000 personnel, for occasion, developed a web site for pre-retirees hosting a huge array of methods, like a retirement preparing guideline, Social Security information and educational films. The website was the centerpiece of a campaign to draw attention to the organization’s new retiree financial commitment menu built up of four money that retirees generally seek out: a money preservation fund, an profits-targeted fund, an inflation-defense fund and a diversified advancement fund.

Judges lauded the campaign’s comprehensiveness and its multimedia method, which incorporated email, webinars and internet site messaging. “It was pretty qualified and customized to the demographic team,” 1 choose claimed.

Blue Cross Blue Shield Association (Point out Road Global Advisors), a very first-place winner in the ongoing financial investment instruction category for non-earnings designs, also created a marketing campaign whose comprehensiveness bought judges’ attention. The campaign concerned outlining to contributors that the a few focus on-date fund suites presented in the association’s 401(k) approach would be minimized to just a person, conserving the participants an believed $10 million in fees yearly. As aspect of the outreach, Blue Cross Blue Protect formulated communication toolkits for each individuals and employers participating in the 401(k) plan. Members acquired brochures, postcards, a glossary and other materials, which Blue Cross Blue Shield stated ended up so robust that participants necessary small, if any, extra steerage.

“Nicely done,” mentioned 1 of the judges, incorporating that the communications delivered a “pretty great explanation of TDF money.”

ProHealth Care Inc. (Transamerica) was a different 1st-place winner that took a comprehensive strategy to its marketing campaign. The overall health-treatment solutions company, which won in the group of COVID-19 specific initiatives for company strategies with 1,000 to 5,000 workforce, applied the image of Globe War II icon Rosie the Riveter to improve its concept to participants about “staying sturdy” — each physically and monetarily — throughout the pandemic.

ProHealth Treatment was searching to “flip the adverse connotation of some of the things that our employees have been suffering from all through COVID-19,” reported Stephanie Barenz, a payment and rewards analyst at ProHealth Treatment in Waukesha, Wis.

With a contemporary-working day Rosie in personal defense equipment equipment, the campaign urged contributors to not only defend them selves towards a deadly virus but to secure their potential economical effectively-getting, far too.

Amongst other calls to motion, the marketing campaign inspired staff to safeguard their retirement accounts by registering them on-line and shielding their loved types by designating a beneficiary.

Judges praised the intelligent use of language and the Rosie the Riveter impression. It was a “artistic way to tie the present situation with retirement discounts goals,” one particular judge explained.