Personalized advice has the power to change behavior.
Challenge
Typical 401(k) plans are so complicated they leave 3 out of 4 people unprepared for retirement. Schwab Retirement Plan Services developed a bold new 401(k) plan to combat that problem, but bringing it to market meant convincing employers to change their thinking about how to help people save.
Solution
Collaborating with Schwab’s business and marketing leaders, we developed a suite of communication materials with a focused, consistent message appealing to retirement plan sponsors: It’s time to rethink the 401(k).
Impact
Schwab Index Advantage launched to industry fanfare and is being adopted by employers across the country.
Project Expertise
- B2B
- Brand
- Direct mail campaigns
- Email marketing campaign
- Executive presentations
- Messaging
- Sales engagement tools and guidelines
- Social media content
- Visual identity
- Voice
- Web content
- White paper
