The Life of Your Plan is a campaign to provide financial advisors information and tools on the various stages in the lifecycle of a retirement plan. The campaign consists of quarterly brochures and monthly postcards, with each brochure focusing on a specific stage in the life of a retirement plan.
The theme for the first quarter is Selecting Investments. This brochure encourages financial advisors to assist their clients in selecting appropriate investment options for their retirement plan.
Subsequent quarters will focus on plan design and conversion, ongoing plan sponsor support and participant services. The monthly postcards, mailed to financial advisors who sell retirement plans, highlight key messages and encourage them to request brochures.