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.
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.
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.
Group Savings and Retirement – member account statements