New account statements engage employees to boost their retirement savings

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Industrial Alliance  embarked on an innovative communication program aimed at employees of the retirement and savings plans they manage.

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Designed to engage employees and help them learn, plan and take action to boost their retirement savings, the program began with the launch of a remarkable new savings account statement.

 

Solution

• a magazine-style layout that makes the statement inviting to read

• eye-catching full colour printing

• infographics that help convey information quickly and clearly

• personalized numbers to help employees visualize their savings goals and results

• tips to make the most of retirement savings plans.

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Prototypes were written and designed and then tested with plan members to assess comprehension and preference.

 

 

Results

• Feedback from members was overwhelmingly positive.

• Independent research firm Dalbar rated the new statement as the best in the industry for its simplicity and the usefulness of information.