Workplace Exchange

How do you engage older plan participants?

Submit your most creative retirement plan outreach targeted at participants nearing retirement and get a free research report outlining best practices from the field of entries. Entries can include the following: flyers, post cards, stand-alone emails, or multifaceted campaigns with microsites and signage.

Please note, we ensure confidentiality and will remove any logos or other identifying information that could indicate the employer and/or record keeper.

What you have to do: Send in entries via emailĀ or physical mail. Submissions will be reviewed, redacted, and rated by our team of analysts.

Best practices will be accepted and reviewed until March 30, 2018. We will distribute the comprehensive research report in April 2018.


Corporate Insight, Inc
420 Lexington Avenue | Suite 2655
New York, New York 10170