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Prepared for Springfield R-XII School District
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We also provide:
Bilingual, licensed Client Service Representatives at our Client Care Center
Bilingual financial advisors to conduct enrollment meetings and seminars
Language Line Solutions option on our Voice Response System with 150 languages
available
Spanish language option on our Voice Response System
7. Do you create all of your communication and education material in-house or through
third-parties?
Our communication and education materials are developed in-house by our staff of
seasoned marketing professionals including marketing consultants, designers, writers, print
production and multimedia talent.
8. Describe the process you use to help plan sponsors measure the effectiveness of
employee education efforts.
Measuring the effectiveness of communication and education is essential to ensuring
employees are eliciting positive action toward retirement planning. VALIC will focus on
measuring plan participation, average contribution, fund selection, frequency of rebalancing
and participant engagement educational programming. When possible, data will be mined
further into demographic information to deepen understanding about the unique employee
trends and populations engaging with the Springfield R-XII School District deferred
compensation plan.
To help measure overall success and provide you with data regarding your employees’ plan
engagement and participation, the following evaluation methods will be used:
Surveys
Your employees can receive a questionnaire asking them to indicate their current level of
benefit awareness, retirement readiness and preferred means of communication to help
VALIC tailor our approach to education. Surveys are also provided at the conclusion of
each seminar to help advisors improve their presentations and learn additional financial
educational topics of interest to your employees.
Digital Analytics
Website traffic, unique click rates and email open rates will be measured to gauge
behavioral interaction with digital communications. VALIC will also use digital metrics to
compare an increase in deferral rates, participation and other data tracked online. VALIC
can then use this information to learn about successful digital deployment and revise the
communication strategy for specific employee populations, if needed.
Plan Review
Outlines and measures total plan assets, total contributions, active and non-active
participants, fund allocation and new enrollments. The group review also breaks down
assets and contribution totals in more detail and provides regulatory and compliance
updates. This review is used as an overall benchmark for the goals and objectives
indicated for communication and education.