Love's Communication Calendar 2018

2018 COMMUNICATION CALENDAR - LOVE'S

Month

Audience All Participants All Participants

Topic

Description

Method

January

Annual Limits Diversification

Monthly Email to Plan Sponsor MillimanBenefits.com Announcement

Runs for entire quarter, 3 pops

February

All Participants

Diversification

Monthly Email to Plan Sponsor

March

All Participants LCS - Non Savers

PlanAhead for Retirement

Monthly Email to Plan Sponsor Email to Targeted Population

No Saver

April

All Participants All Participants

Beneficiaries Beneficiaries

Monthly Email to Plan Sponsor MillimanBenefits.com Announcement

Runs for entire quarter, 3 pops

May

All Participants

Financial Resource Center

Monthly Email to Plan Sponsor

LCS - Not in a Target Date Fund

Diversification

Postcard/Email to Targeted Population

June

All Participants

eCommunications

Monthly Email to Plan Sponsor Email to Targeted Population

LCS - All

Automate

July

All Participants All Participants

Milliman Mobile Benefits App Milliman Mobile Benefits App

Monthly Email to Plan Sponsor MillimanBenefits.com Announcement Monthly Email to Plan Sponsor Email to Targeted Population Postcard to Targeted Population Postcard/Email to Targeted Population

Runs for entire quarter, 3 pops

August

All Participants

Diversification Follow Up - Congratulations Follow Up - Still Not Saving Financial Resource Center Automate Your Account

LCS - Savers

LCS - Non Savers

LCS - All

September

All Participants

Monthly Email to Plan Sponsor

October

All Participants All Participants

PlanAhead for Retirement PlanAhead for Retirement

Monthly Email to Plan Sponsor MillimanBenefits.com Announcement Postcard to Targeted Population

Runs for entire quarter, 3 pops

LCS - All

PlanAhead

November

All Participants

Annual Notices

USPS

December

All Participants

Financial Resource Center

Monthly Email to Plan Sponsor Email to Targeted Population

LCS - All

Beneficiaries

*Non Savers = Anyone eligible, not saving Items in Red = Targeted / Items in Black = Normal Schedule

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