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Communication Goals Worksheet
for [insert Plan Name]
Current Profile
The current plan profile for [Insert Company Name] as of [date] is:
Number of eligible employees: [ ]
Participation rate: [ ]
Approximate average deferral: [ ] Pre-Tax and [ ] Roth
Total deferring: [ ] Pre-Tax and [ ] Roth
Number deferring less than company match level of [ ]%:
Number not deferring: [ ]
Asset allocation:
o Managed portfolios: [ ]% of assets and [ ] participants
o Target Date/Risk Based funds: [ ]% of assets
Other important profile characteristics:
o [Insert]
o [Insert]
[For 403(b) plans, who [is][are] your current provider(s): [ ]
Are there special considerations to take into account regarding limitations from current providers? [ ] ]
Objectives
The objectives of the [Insert Company Name]'s Communication Program are:
• [Build enthusiasm for the program features]
• [Introduce/educate about investment choices and provide basic investment education]
• [Help employees make decisions about participation, contribution level and asset allocation strategies]
• [Build for the future through continued education]
The plan's quantifiable goals and objectives for the [insert year] plan year are:
• [Increase participation rate to (variable) percent]
• [Increase average deferral rate (variable) percent]
• [Introduce automatic enrollment]
• [Introduce Roth feature]
• [Introduce [ProNvest][Artesys] service]
Other important plan goals:
o [Insert]
o [Insert]
Advocate Training Program
Representatives are available to conduct Advocate Training Program sessions for [Insert Company Name]'s HR staff and key personnel.
Key personnel can be identified as retirement plan "advocates.” These staff members will be an integral part of the campaign and a valuable resource for [Insert Company Name]'s ongoing enrollment process.
Having such advocates for the retirement plan may help you get closer to reaching your communication goals.
Group variable annuity products are issued by American United Life Insurance Company® (AUL) and registered group variable annuity products are distributed by OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, 433 N. Capitol Ave., Indianapolis, IN 46204, 1-877-285-3863, which is a wholly owned subsidiary of AUL. McCready and Keene provides administrative and record keeping services and is not a broker/dealer or an investment advisor. Neither AUL, OneAmerica Securities, McCready and Keene nor their representatives provide tax, legal or investment advice.
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One American Square, P.O. Box 368 | Indianapolis, IN 46206-0368 | (317) 285-1877 |
One American Square, P.O. Box 368 | Indianapolis, IN 46206-0368 | (317) 285-1877 |
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