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August 03, 2010 01:00 AM

2011 P&I Eddy Awards - Plan Sponsor Category

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    Plan Sponsor Category

    The Eddy Awards recognize plan sponsors’ outstanding efforts to educate employees about how to invest their defined contribution plan assets wisely for retirement.

    Entrants must be companies or other institutions sponsoring defined contribution plans that give employees investment choice. The entries must be submitted by the plan sponsor,

    although the educational materials may have been developed with the help of outside suppliers.

    NEW: Materials may include both print and online components as part of a single entry for all categories.

    Entries will not be judged if the plan sponsor information on the form is incomplete.


    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. Entry must focus heavily on the investment process. May include both print and online materials as part of a single entry.

    ONGOING INVESTMENT EDUCATION

    Entries should reinforce all or part of your earlier investment education efforts, or change participant investment behavior. May include both print and online materials as part of a single entry.

    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. May include both print and online materials as part of a single entry.

    CONVERSIONS

    This category recognizes campaigns devoted to explaining the transition to a new service provider. These entries do not have to contain all of the investment education expected in initial and ongoing education. May include both print and online materials as part of a single entry.

    FEE DISCLOSURE AND EDUCATION

    While the importance of fee disclosure is usually recognized by plan sponsors, effective education and communication about fees is a relatively new and evolving component of investment education. This category will reward outstanding efforts to educatate plan sponsors about fees, and to clearly and effectively disclose fees to participants. May include both print and online materials as part of a single entry.

    TRAINING AND ADVOCACY

    Show your most creative efforts at educating the employees who provide investment education to plan participants or creating advocates from your employee ranks – such as store managers -

    even if they don’t work for the department overseeing the plan. May include both print and online materials as part of a single entry.


    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. The entries should have a clear discussion of such concepts as risk and return, diversification, compounding, the impact of inflation on accumulated assets and the risk and return characteristics of each investment option offered. Successful entries in all categories will be creative and will have strong identification with the plan sponsor.

    Generic vendor materials will not win if they have not been significantly modified and tailored to the plan sponsor entering The Eddy Awards.

    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 15, 2011 - 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.

    Plan sponsor entries must include documentation that plan executives approved the submission (if they did not submit the entry themselves).

    PowerPoints will not be judged.


    $95 per entry. Please include credit card information on the last page of this entry form. If submitting multiple entries, please fill in the credit card details for each submission.


    Rob Kozlowski

    Pensions & Investments

    360 North Michigan Avenue

    Chicago, IL 60601-3806

    Download Address Label

    Questions? Contact Rob at (312) 649-5407 or email [email protected]

    NOTE: Please complete and return this 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.

    SUBMISSION DEADLINE: OCTOBER 8, 2010

    Download Plan Sponsor Entry Form


    View Eddy Awards Service Provider Category categories, rules and regulations

    Download Service Provider Entry Form

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    • Topics
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      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Retirement Income Conference
      • 2022 Managing Pension Risk & Liabilities
      • 2022 WorldPensionSummit