Cash Balance Plan (CBP) Termination Project
Provide important details about the resources and options available to employees to take action and the deadline in which they had to act, maximizing internal and vendor-partner communication resources – for both active and non-active employees.
Evaluate and recommend a variety of touchpoints to meet communication and overall CBP termination project goal.
Employees were educated on their options and took the necessary action, including non-active employees who utilized a landing page which increased their ability to access resources. The project goal was exceeded beyond all expectation!