retirement plan campaign case study

Case Study: Retirement Plan Fund Campaign

The Situation: Major fund-provider client requires multichannel communication campaign to roll out its target-date

fund offering to new clients and prospective plan sponsors. Client seeks a turnkey solution that will address current and

future sponsors while minimizing client customizations. The campaign must also feature targeted messaging and cutting-

edge functionality and graphics, while remaining cost effective and adhering to an aggressive rollout time frame.

The Recommendation: A four-part campaign, featuring a newsletter, call center FAQs, microsite, and webinar.

All elements serve the dual purpose of informing participants of the new fund offerings and educating them on ways

to save more for retirement.

• Microsite features a unique tool that helps users find the fund that best fits their individual needs.

• Webinar includes animations and voice-over to fully engage readers, while providing links and calls to action

so users can respond immediately.

• Editorial content consists of custom-written articles and site copy, as well as low-cost syndicated content.

• Design features formats and graphics that can be easily adapted to multiple clients.

The Results: Within the first two months of implementation, the client captured multiple major clients and over

$100 million in new assets while increasing participation rates.

• After two years, current assets grew to over $3 billion.

• Rollouts have gone smoothly and on time.

• Campaign remained within budget, despite

multiple customizations.

• Both our client and their customers are

enjoying the new resources available!

For more information

go to www.visitfc.com

email at infofc@spcapitaliq.com

or call 800-326-7697 Marketing Communication Tools

Investor Education

Retirement Plan Solutions