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New account statements engage employees to boost their retirement savings

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

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.

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.

Industrial Alliance

Group Savings and Retirement – member account statements

Simplified Toronto