RULES AND REGULATIONS

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 practices. Successful entries in all categories will be creative and will have strong identification with the plan sponsor.

Generic vendor materials generally will not win if they have not been significantly modified and tailored to the plan sponsor client. However, generic entries are welcome as service provider-only generic entries.

Entries must include 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 18, 2024 — must be provided.

Entry preparation:

When submitting digital components, make sure the text is readable. Pages with unreadable text will be excluded from the materials judged.
Do not submit thumbnails of multiple pieces on one page.
Thumbnail images are only acceptable when showing a timeline of deliverables to plan participants.
Include any giveaways that were distributed to plan participants.
Please make sure all copy is visible so the judges can read it

Joint entries must include documentation that the plan sponsor approved the submission.

Campaigns must have been launched by Jan. 1, 2022, and include metrics to gauge effectiveness

Download Plan Sponsor Acknowledgement Form