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CATEGORIES

You must choose a category for your entry in the P&I Eddy Awards. Please carefully read the category descriptions below and choose the most appropriate one for your entry. All entries may include both print and online materials.

Pensions & Investments reserves the right to move your entry to a different category upon review.


*NEW*  FINANCIAL WELLNESS
Workplace experts increasingly warn that employees’ financial stress can damage their productivity, health and ability to retire. This category, new for 2019, aims to recognize efforts that take a holistic view of employees’ financial well-being outside of traditional retirement programs. Those efforts include, but are not limited to, education or tools regarding student loans, health savings accounts, emergency savings or debt reduction and household budgeting.


ONGOING INVESTMENT EDUCATION
Entries should educate existing employees to the investment options of a new or modified plan, or new employees to the investment options of an existing plan. Entries must focus heavily on the investment process.


SPECIAL PROJECTS
Showcase special investment education and communication programs. Entries can focus on one objective, such as trying to increase the employee deferral, educating participants to more broadly diversity their asset allocations, or bolstering employee financial wellness. Entries can be as simple as a single postcard or as complex as multi-pronged campaign.


CONVERSIONS
This category recognizes campaigns devoted to explaining the move. This category also includes consolidation of record keepers by 403(b) plans. None of the entries needs to include all of the investment education expected in the ongoing education categories. .


PLAN TRANSITIONS
Entries in this category should reflect the investment education and communication — in print and/or online — necessary when employees are eligible to participate in a new defined contribution plan. Such eligibility most often occurs because of mergers, acquisitions and spinoffs, or when a defined plan is frozen and its participants are moved to a new or existing DC plan. The completeness of the investment education typically ranges from what is found in investment education materials for new employees to what is found in conversion materials.


PRE-RETIREMENT PREPARATION
Pre-retirement preparation: Awards in this category will recognize organizations that have done the best job at educating participants — specifically those age 55 and older — on how much they should save, how to make their savings last and other steps they need to take for a financially secure retirement. Information about non-retirement plan considerations also should be included in the effort, such as retiree medical, housing and other expenses, and Social Security.


 

Having trouble deciding which category to enter?  Contact Michelle DeMarco at mdemarco@pionline.com for assistance.

 

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