needs · 2020-06-22 · 6 employee engagement program digital print in person - private label...

ACTIONEmployee Engagement [Group Name}

TRAN

SFORM

PROGRAM

NEEDS

ClientLOGO

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2 employee engagement program

Campaign theme: “Your future is calling”

3employee engagement program

The campaign is centered on empowering your people to take

control of their future. In a friendly, engaging way “Your future is

calling” reminds your workforce that any day is a good day to start

preparing for tomorrow. The concept goes hand in hand with the

descriptor, “Meet it with confidence.” The images reflect a variety of

age groups found in your diverse workforce.


The transition of your plan to AIG Retirement Services is a great opportunity to reinforce the availability of your plan

and re-engage your employees and retirees about the benefit of saving in your retirement plan. We will develop a

communication strategy in partnership with you that meets your goals and objectives for employee outreach.

Throughout the transition, we will distribute a number of communications, offer ample opportunity for your employees to

attend group meetings and get answers to their questions about the transition.

General plan information meetings

Initial communications

Announcement letter

GO-LIVE DATE

Follow-up campaign

Education and communication

Communication milestones through transition

3 months 2 months 1 month Launch Ongoing

Implementation letter: •FAQ •Fund list •SchedulesGroup enrollment meetings

Transition S E TS T H E STAG E

ON-SITE SERVICE


Using insights to drive outcomes We believe the smart use of data can make a significant difference in your plan and in the futures of your employees.

That’s why we integrate robust data analytics into each element of our retirement plan experience—from helping employees

to assess their personal financial status and achieve greater retirement readiness or measure how employees are engaged

with your plan so we can help them take the right actions for their future.

Three guiding principles for engagement In order to help transform the way your employees perceive retirement planning, we must first get their attention and influence their behavior. At AIG Retirement Services, we use three guiding principles to do just that:

1. It has to be personal

We know employees are more prone to action when messages are specific to them and their particular situation.

2. Simple to understand and easy to take action

We speak in language people understand—not industry jargon and we provide ample opportunity for employees to make decisions about their future however they prefer—online, in person or over the phone.

3. We must provide help—both self-help and personal help

We know each of your employees have unique needs and preferences when it comes to education. That’s why we offer robust self-guided or on-site service.

Identify opportunities Targeted segmentation Analytic review Data-driven strategy reports


Digital Print In Person

- Private label website for your plan - Web banner messaging - Personalized emails - Targeted social media campaigns - Online tools and calculators - Confidence surveys - Intranet site messages- E-Newsletters - Webinars

- Plan highlights/ important plan information

- Enrollment brochures - Targeted letters- Postcards - Employee magazines- Flyers/ Posters

- Personal education sessions - Seminars and workshops - On-site meetings - Wellness fairs

Multi-channel approach We know you have a diverse mix of employees with varying education needs and communication preferences. That’s why we take a multi-channel approach to communicating with your employees and providing them with the information they need in the mediums they prefer.

Some key components used in our employee engagement strategies include:


Peer-to-Peer makes a differenceOrganic conversations within your unique employee populations are key to changing the way your employees engage with your retirement plan.

To help these conversations get started AIG Retirement Services has developed several programs and approaches to help your employees network and influence one another to take action for their future. These programs complement your internal culture and promote plan awareness.

FutureFIT® University was the recipient of the

EverFi Financial Capability Innovation Award for 2018.

Motivating financial wellness Saving for the future combined with personalized ongoing education is important for financial wellness. That’s why we offer a robust end-to-end financial literacy and education program that includes one-on-one education from financial advisors, in-depth workshops and an award-winning digital education platform called FutureFIT University, powered by EverFi, a leader in digital learning. Your employees can select a playlist of topics that use gamification and adult learning principles on financial topics important to them.

We can tie these activities into a pre-existing wellness program at your organization to help closely tie the impact financial wellness can have on overall wellness.


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[DATE] Dear [Group Name] Employee, We are pleased to announce the [Group Name Retirement Plan(s)] will be administered by VALIC, beginning [DATE]. This decision comes after an extensive review of our retirement plan to determine a more cost-effective and comprehensive offering to help you save for the retirement you deserve. Our new partnership will provide you with more opportunities to learn about the importance of retirement planning and help you get on track for a secure financial future. Some of the benefits you will receive as a result of this change include:

§ Reduced administrative expenses § State-of-the-art financial education, tools and calculators § Access to a broad array of top mutual fund companies, [along with continued access to a fixed account]

(only if using a fixed account) § Easy access to one-on-one personal counseling with a dedicated advisor team § A robust website VALIC.com[/customurl] (only if receiving a custom site) for your use in monitoring and

managing your retirement savings § A personalized retirement readiness report to help you get and stay on track for retirement

(only if offering RetireFIT®)

In the coming weeks, you will receive communications regarding the transition process and you will have ample opportunity to meet our new financial advisors who will be available to answer questions and help you begin planning for your future. As a reminder, you will have the opportunity to update your beneficiary information by logging on to VALIC.com[/customurl] or by contacting your local VALIC financial advisor. [Group Name] is excited to provide you with an improved retirement plan, and we look forward to helping you prepare for the retirement you deserve.

Sincerely,

[Group Signature] [Contact Title] [Group Name]

Communications PlanQ1 Focus: Implementation

The transition sets the stage for your new retirement plan and is a great opportunity to re-energize engagement

and help your employees get excited about saving for their future. Over the course of three months, we will send

various print and email communications while hosting in-person meetings and group education sessions to help your

employees become familiar with plan enhancements.

Quarterly Statement Email Flyer/Poster Workshop Personal Sessions

Month 1 X X X

Month 2 X X

Month 3 X X

Welcome to AIG Retirement Services


Communications PlanQ2 Focus: Build Financial Wellness

Improving financial literacy is the first step to increase overall financial wellness. This campaign is designed to motivate

employees to take action and use the AIG Retirement Services tools and resources. Designed to enhance your

employees’ understanding of relevant financial topics, the resources described within this campaign include interactive

calculators, articles on personal finance and our award-winning digital financial literacy program, FutureFIT University.


Month 4 X X X

Month 5 X X

Month 6 X X


Communications Plan Q3 Focus: Enrollment

Help employees see the future and own it with targeted messaging about enrolling in your retirement plan. Invite

employees to envision the future they want and how starting today can help them live retirement on their own terms.


Month 7 X X X

Month 8 X X

Month 9 X X


Help employees see the benefit of increasing contributions by targeting employees who are currently enrolled

but who aren’t saving enough. These employees are encouraged to log in to their account and use the FutureFIT

calculator, which shows them how to get — and stay — on track for their future.

Communications Plan Q4 Focus: Prioritize Planning

Help employees see the benefit of increasing contributions by targeting employees who are currently enrolled

but who aren’t saving enough. These employees are encouraged to log in to their account and use the FutureFIT

calculator, which shows them how to get — and stay — on track for their future.


Month 10 X X X

Month 11 X X

Month 12 X X

© American International Group, Inc. All rights reserved. VC 28666 (11/2019) J364901 ER

BY THE NUMBERS60+ years of retirement expertise

3 million participants*

$264 billion in retirement assets*

DALBAR 2019 Annuity Service Award

(13th Consecutive Year)2019 #1 Ranking for Variable Annuity Investor

Statement (18th Consecutive Year)2019 Communications Seals of Excellence for

consumer and financial professional websites and consumer mobile site

PLANSPONSOR - Rated by our clients: 45 Best-in-Class Awards for plan sponsor and

participant services - 2018Recognized as a

“Best in Class” retirement plan provider by our plan sponsors in Chatham Partners’ 2018 Client Satisfaction Analysis, including exceeding the

benchmark for Overall Satisfaction

* Figures include AIG’s Life & Retirement defined contribution, annuity and mutual fund business. AIG Retirement Services represents AIG member companies including The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). As of 12/31/19.

AIG COMPANY100 years of operation

$525.1 billion in total assets1

Serving customers in more than 80 countries and jurisdictions

headquartered in New York, NYServing more than 87%

of companies included in the Fortune Global 5002 and 81% of the Forbes 20002

62,000+ hours volunteered by AIG colleagues

$6.5 million in total matching funds to amplify employee donations through

AIG Matching Grants Program182,000 students mentored in financial

literacy across 12 countries with Junior Achievement

1 As of 12/31/2019.2 As of 11/01/2018.

We see the future in you CALL 1-888-478-7020 CLICK aig.com/RetirementServices

Securities and investment advisory services offered through VALIC Financial Advisors, Inc. (VFA), member FINRA, SIPC and an SEC-registered investment adviser.

Annuities are issued by The Variable Annuity Life Insurance Company (VALIC), Houston, TX. Variable annuities are distributed by its affiliate, AIG Capital Services, Inc. (ACS), member FINRA.

AIG Retirement Services represents AIG member companies — The Variable Annuity Life Insurance Company (VALIC) and its subsidiaries, VALIC Financial Advisors, Inc. (VFA) and VALIC Retirement Services Company (VRSCO). All are members of American International Group, Inc. (AIG).

needs · 2020-06-22 · 6 employee engagement program digital print in person - private label...

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