2015 Eddy Awards - Call for Entries

New entry process for 2015

Creating and executing employee investment education materials is a joint effort and you both should be honored.

The Eddy Awards recognize outstanding efforts by plan sponsors and their service providers to educate employees about how to invest their defined contribution plans wisely for retirement.

This year, there is only one entry form and one set of awards, no matter who is entering.

Use the entry form for:

  • Plan sponsors entering on their own
  • Plan sponsors and service providers entering together
  • Service providers entering generic materials on their own



Initial Investment Education
Entries should introduce 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. Entries may include both print and online materials.

Ongoing Investment Education
Entries should reinforce all or part of your earlier investment education efforts, or change participant investment behavior. Entries may include both print and online materials.

Special Projects
Showcase special investment education and communication programs with entries as simple as a single postcard or Flash file or an e-mail, rather than a full campaign. Entries can focus on one objective, such as launching new investment options, trying to increase the employee deferral, or educating participants to more broadly diversify their asset allocations. Entries may include both print and online materials.

Conversions
This category recognizes campaigns devoted to explaining the transition to a new service provider. NEW: This category also includes consolidation of record keepers by 403(b) plans. None of the entries needs all of the investment education expected in initial and ongoing education. Entries may include both print and online materials.

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 DB 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 the initial education category to what is found in conversion materials.

Retirement Readiness
Eddy judges created this category because of the increased emphasis on preparing participants for retirement. This category recognizes those organizations that have done the best job at educating participants on how much they should save, how to make their savings last, and other steps they need to take for a financially secure retirement. Non-retirement plan information also should be included, such as on retiree medical, housing and other expenses, and Social Security.

Automatic Re-Enrollment
Automatic re-enrollment of existing employees is still in its infancy. This category recognizes those plan sponsors that have created effective print and/or online materials to educate employees about the auto re-enrollment process and how it can benefit them. No entries on auto-enrollment will be judged, only those dealing with auto RE-enrollment.

Mobile Applications
Mobile apps are games, tools or any applications that work on tablets or smart phones or both. They are not programs for use on computers. The only requirements are that they be creative and focus on educating plan participants.


The entries will be judged on the effectiveness and completeness of their investment education messages, except where noted. These are programs that best educate about, and encourage, sound investment practice. Successful entries in all but generic categories will be creative and will have strong identification with the plan sponsor.

Entries must be accompanied by a letter containing evidence of the effectiveness of the program, e.g., an increase in participation or a change in the average asset mix.

For all entries that include online components, the URL or temporary user ID and/or password - valid through March 10, 2015 - must be provided.

NOTE: Please complete and return this entry form together with ONE set of your educational materials. Use a separate envelope and entry form for each category entered; multiple entries may be boxed for mailing only. Do not mount entries on boards. Entries will be returned only if accompanied by an appropriately sized self-addressed envelope.

Joint entries must include documentation that the plan sponsor approved the submission. An entry acknowledgement form is available here.

PowerPoint presentations will not be judged. Please do not include them in your entry.



$125 per entry

Please fill out the credit card details page in the entry form. If submitting for multiple entries, please fill in the credit card details for each submission.

If payment by company check, please indicate that on the credit card details page and include the check with your entry submission.



Trilbe Wynne
Pensions & Investments
150 N. Michigan Ave.
Chicago, IL 60601-3806

Download Address Label

We would be happy to answer any questions you may have during the entry process.

Please contact:

Michelle DeMarco | 212.210.0227 | mdemarco@pionline.com

Amy Resnick | 212.210.0751 | aresnick@pionline.com




NOTE: Please complete and return the entry form together with ONE example of your educational materials. Use a separate envelope and entry form for each category entered. Do not mount entries on boards. Materials will be returned only if accompanied by an appropriately sized self-addressed envelope.