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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. Pensions & Investments reserves the right to move your entry to a different category upon review. All entries may include both print and online materials.

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 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.

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.

RETIREMENT READINESS
Entries in this category will recognize 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 — not to be confused with auto 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.

**NEW ** RETIREMENT HEALTH-CARE SAVINGS
Medical costs make up a growing share of the expenses plan participants have to manage in retirement. With more employers offering high-deductible health plans and corresponding tax-preferred health savings accounts, this category recognizes plan sponsors that have created effective print and/or online materials to educate employees about using HSAs to help save for medical-related expenses in retirement.

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