Q3 2023 Financial Wellness Moments Campaign

Resources to help your employees achieve overall financial wellness in all aspects of their life—including health, finances, and work.

Campaign details

What is the goal of the communication?

We’ve listened to your employees and have come to understand that many are stressed about their finances and welcome help. With that in mind, this one-time proactive campaign will provide participants with the help they may need beyond retirement, both for now and in the future.

When will these communications be sent?

This one-touch email campaign will launch the week of August 8 and will be delivered over the course of approximately one week.

Who will receive this campaign?

• All active employees ages 18 and older with a balance greater than $0
• Former employees separated for 75 days or more with a balance of $1,000 or greater