In collaboration with the MissionSquare Retirement client and plan sponsor, District of Columbia (DCHR), MissionSquare Marketing was tasked with creating a marketing plan to help enhance the FWC DC employee experience. Working with creative partners, MissionSquare Marketing proposed a Financial Wellness Center Challenge for DC employees. The business need was for an interactive and multi-faceted communications campaign focused on the MissionSquare Financial Wellness Center and its array of benefits and resources to incentivize DC employees to engage in the FWC. This would ultimately drive them to their online accounts, review their investments and account information, enroll in the plan, talk to a retirement representative or CFP ®, increase their plan contributions, prevent rollouts and encourage consolidation of outside accounts, and discover the MissionSquare personalized financial wellness services and products.
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- July 25, 2024 Create Date
- September 25, 2024 Last Updated
