Bringing thought leadership to life

Challenge

Despite the great strides plan sponsors have made in participant communications over the last 30 years, many are still challenged in their ability to engage, inform and motivate employees to save for retirement.

Invesco, a leading global investment manager and top provider of defined contribution (DC) solutions, engaged Adler to develop a suite of marketing collateral to promote a new defined contribution research study — ReDefined Contribution Plans.

Invesco’s goal was to have Adler create an inviting design to capture interest, extend reach and ultimately help plan sponsors communicate more effectively and build trust with participants.

Solution

Our team brought the information to life with data visualization designed to help plan sponsors understand the importance of clearly presenting sometimes intimidating, yet important, concepts to their employees.

Plan sponsors were presented with a range of different content options, including a comprehensive white paper on the study, an executive summary, key findings infographics and explanatory videos.

Invesco’s ReDefined Contribution Plans marketing initiative has been widely successful in sharing with the DC landscape never-before-available content on how participants of all age groups — Millennials, Generation X and Boomers — respond to financial language in their plans. Plan sponsors, advisors and consultants now have the benefit of Invesco’s proprietary research to see that many of the words and phrases they may be using do not, in fact, connect with participants.

Invesco DC Language Study

Invesco DC Language Study

Invesco DC Language Study

Invesco DC Language Study

Invesco DC Language Study