Sample engagement calendar option 1 CAMPAIGN INTENT AUDIENCE

Sample engagement calendar (option 1) CAMPAIGN INTENT AUDIENCE RESOURCE Connect to your future today Promote the advantages of the plan member site, including the fact that it's a secure way for plan members to see how their money is doing and get some help planning their financial future. All employees Go to: Do you want to encourage new and current employees to join your plan? Prepare eligible employees for enrolment and promote your retirement plan benefits with simple and effective tools. New employees or eligible employees who have not yet enrolled Go to: Debt is a problem that people sometimes avoid and may be reluctant to tackle head on. Provide your members with materials featuring solutions and tips on how to deal with debt. All employees Go to: Encouraging plan members to designate a beneficiary ensures their savings will be paid to the person of their choice and will avoid probate. All employees Manage and review Encourage using the web Q 1 Pick the campaign and tools that best fit your audience. Enrol and Invest – Promote enrolling DEPLOYMENT MEASURE Week 1 Place an awareness poster in the workplace Week 2 Send an email to employees Week 3 Post a blog on your intranet Week 4 Increase in website registration/ usage Week 1 Send an email to employees Week 2 Post blog and video on Intranet Week 3 Hold enrolment workshop* on why and how to enrol Week 4 Send follow up email Number of new enrolments in plan Week 1 Place an awareness poster in the workplace Week 2 Post blog and video on Intranet Week 3 Send an email to employees Week 4 Week 1 Place an awareness poster in the workplace Week 2 Send an email to employees Week 3 Post blog and podcast on Intranet Week 4 Send follow up email to members with missing beneficiary designation Pick the campaign and tools that best fit your audience. Q 2 Are you ready for tomorrow? OPTIONS Financial wellness – Educate on dealing with debt Pick the campaign and tools that best fit your audience. Q 4 Q 3 What keeps you up at night? Taking care of the people who matter most to you Go to: Enrol and Invest: Encourage designating a beneficiary Pick the campaign and tools that best fit your audience. * Education sessions, onsite or webinar, depending on location and number of employees 1 Number of members with missing beneficiary designation

Sample engagement calendar (option 2) INTENT AUDIENCE RESOURCE RRSPs vs TFSAs – what’s best for you When it comes to saving for retirement, RRSPs and TFSAs are both great savings vehicles. Provide plan members with information on each of these plans to help them determine which option best suits their needs. All employees Go to: Promote the advantages of the plan member site, including the fact that it's a secure way for plan members to see how their money is doing and get some help planning their financial future. All employees Debt is a problem that people sometimes avoid and may be reluctant to tackle head on. Provide your members with materials featuring solutions and tips on how to deal with debt. All employees When it comes to investing, time is a powerful ally. Help plan members understand the benefits of compound returns and how compounding can go a long way in helping them achieve their retirement dreams. All employees Q 1 CAMPAIGN Q 4 Make your money work as hard as you do Go to: Manage and review Encourage using the web Pick the campaign and tools that best fit your audience. Go to: Financial wellness – Educate on dealing with debt Pick the campaign and tools that best fit your audience. Q 3 What keeps you up at night? Go to: Enrol and invest: Educate on the magic of compounding Pick the campaign and tools that best fit your audience. * Education sessions, onsite or webinar, depending on location and number of employees 2 DEPLOYMENT MEASURE Week 1 Send an email to employees Week 2 Post blog and video on Intranet Week 3 Distribute flyer in workplace Week 4 Week 1 Place an awareness poster in the workplace Week 2 Send an email to employees Week 3 Post a blog on your intranet Week 4 Week 1 Place an awareness poster in the workplace Week 2 Post blog and video on Intranet Week 3 Send an email to employees Week 4 Week 1 Send an email to employees Week 2 Distribute flyer in workplace Week 3 Education session* on benefits of group plan and investment basics Week 4 Pick the campaign and tools that best fit your audience. Q 2 Connect to your future today Enrol and Invest – Educate on RRSPs vs TFSAs OPTIONS Increase in website registration/ usage Change in contributions Member Demographic Report – Average annual contributions per member by age group

Build you own engagement calendar (fillable) CAMPAIGN INTENT AUDIENCE RESOURCE Name of campaign Purpose Target audience Go to: MEASURE Week 1 Action Week 2 Action Week 3 Action Week 4 Action Metric (if any) to measure impact Q 1 Purpose Target audience Go to: Link to campaign on member education library Week 1 Action Week 2 Action Week 3 Action Week 4 Action Metric (if any) to measure impact Q 2 Pick the campaign and tools that best fit your audience. Name of campaign Purpose Target audience Go to: Link to campaign on member education library Q 3 Pick the campaign and tools that best fit your audience. Name of campaign Purpose Target audience Go to: Link to campaign on member education library Pick the campaign and tools that best fit your audience. * Education sessions, onsite or webinar, depending on location and number of employees 3 DEPLOYMENT Pick the campaign and tools that best fit your audience. Name of campaign Q 4 Link to campaign on member education library OPTIONS