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B2B Ads: Ads directed to plan sponsors how are members of the National Association of Counties.
B2C Ads: Developed an ad campaign to support the launch of an online retirement advice service for nearly 1.5 million government-employed participants enrolled in a Nationwide 457 plan.
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Devised
a communication plan and a package of educational materials to help
the company achieve a 15% growth in asset retention in 401(k) rollovers. Materials included targeted educational brochures, seminars and letters to plan sponsors and participants.
Developed quarterly educational campaigns tied into account statement mailings to add new enrollments and increase payroll deferrals; Call volume typically increased by 25 to 40% following a statement mailing with an average of a 15-20% jump in assets. Components included a newsletter, payroll stuffers, seminars and announcement flyers and content for employer newsletters.