In October 2020, the Massachusetts 457 Deferred Compensation SMART Plan sought to educate participants about the benefits of the SMART Plan via weekly messaging throughout National Retirement Security Month (NRSM). Our Virtual Road Trip campaign informed participants of the journey of saving for retirement, focused on closing the retirement income gap, increasing contributions, and personalizing the retirement experience with local plan advisor virtual meetings. Our month-long campaign saw demonstrated participant engagement, with open and click rates exceeding industry averages, as well as increased actionable items by participants to improve retirement outcomes. Overall, the campaign yielded 472 one-on-one meetings with Retirement Plan Advisors, 1,148 participants increasing deferral, and over 9.6% of all participants updating and reviewing their beneficiaries.

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  • July 28, 2021 Create Date
  • August 31, 2023 Last Updated
Commonwealth of Massachusetts - Virtual Road Trip to Retirement