Problem: Based on a 2018 small business survey, millions of American workers don’t have access to a workplace retirement savings and their employers are not a good fit for 401(k)s for several reasons. Providers don’t worry about small businesses as much because the business isn’t that profitable.

Solution: The workplace savings campaign was created to educate retirement plan providers on their options for businesses of all sizes. It has helped millions of employees get access to a retirement savings that they would otherwise not have.

The campaign included crafting the Small Business Survey, multiple landing pages and client funnels with a series of emails. We needed to create new iconography and also create a print handout that could be shared at tradeshows.