Challenge: Create a planning guide summarizing the way employees can utilize all their benefits throughout the various stages of their retirement planning – whether a newly-hired or soon-to-retire employee. Solution: Develop a comprehensive digital planning guide with actionable steps, including utilization of benefits “upon retirement”. Result: Building off the previous guide which won the 2018 […]

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: […]

Challenge: Help explain Fidelity’s Target Date Funds to employees through all stages of their life. Solution: Send a postcard to homes detailing and simplifying the strategies available to them before, during and after retirement. Result: A greater understanding of the retirement tools available, how to use them and where to go for assistance.