Mutual Fund
Target-Date Funds Participant Communication Process
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Target-Date Funds Participant Communication Process

Optimize participant engagement in target-date funds through a strategic communication process with feedback analysis and material refinement.
1
Identify Target-Date Fund Participants
2
Create Communication Strategy
3
Develop Communication Materials
4
Segment Participant List
5
Draft Initial Email
6
Schedule Email Campaign
7
Compose Follow-Up Messaging
8
Approval: Communication Strategy
9
Configure Reporting Tools
10
Gather Participant Feedback
11
Analyze Feedback Data
12
Revise Communication Materials
13
Conduct Final Review