Getting Ready for Retirement Email Triggers
Helping employees live life on their terms as they transition to retirement by providing support for key decisions along their retirement journey.
Campaign Details
Objective
For pre-retirees and retirees, making key decisions at the right time can help them feel more prepared and confident throughout their retirement journey. These triggered communications provide education and tools to help employees along their journey to retirement—helping them take confident steps in a manageable way.
Who is eligible?
- Employees ages 49 ½ to 72
- Active employees with a balance greater than $0
- Separated employees (=/> 75 days) with a balance greater than $1000
- Emails are triggered weekly to eligible employees who meet each message stream criteria
What messages are available?
Email messages cover a broad spectrum of important retirement planning topics and decisions to help ensure employees are aware of tools available to educate and support them via NetBenefits, as well as help boost retirement confidence and readiness.
What are the suggested next steps?
Instructions vary based on message—all include a digital-first approach and link to support and tools available on NetBenefits®. A secondary next step with toll-free phone number for 1-to-1 support will be included for Advice-eligible plans.
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Topic |
Trigger Ages & Message Overview |
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(49½ and 50) Covers the benefits of increasing retirement savings contributions; links to NetBenefits Deductions page and related educational resources. |
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(54) Helps employees find out how much they may need to cover heath care costs in retirement; links to health care costs in retirement tool. |
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(55, 56, 57 and 58) Helps pre-retirees identify and prioritize key decisions ahead of retirement; links to Retirement Decision Guide tool. |
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(58½, 59 and 60) Encourages employees get a picture of where they stand & build a retirement income plan designed to last; links to Retirement Income Calculator tool. |
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(60½ and 63) Helps employees understand health insurance coverage options and lowest cost strategy to bridge the gap from workplace-sponsored health insurance to Medicare; links to Health Insurance Before Medicare Planner tool. |
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(61, 61½ and 65½, 66) Introduces Social Security as a component of retirement income and claiming strategies; links to Social Security Benefits Calculator & related educational resources. |
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(64 nd 64½) Helps answer common questions about Medicare; links to related content article. |
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(72) Provides education on RMDs; links to related content article. |