Cash Balance Plan (CBP) Termination Project

  • Challenge:
    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.
  • Solution:
    Evaluate and recommend a variety of touchpoints to meet communication and overall CBP termination project goal.
  • Result:
    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!