| Retail Communications |
| 1. |
Introduction Kits—Enter shareholder fulfillment kits, prospectus or communications packets. |
| 2. |
Annual Report—Enter your current annual or semi-annual reports. |
| 3. |
Educational Brochure—Enter your brochures on educational topics (excluding IRA and Retirement) such as college planning, asset allocation, taxes, etc. |
| 4. |
Newsletter—Enter your printed shareholder newsletters. |
| 5. |
Magazine—Enter magazine-style shareholder communications. |
| 6. |
Special Communications—Enter your printed educational programs or special-message mailings targeted at current and/or prospective shareholders. |
| 7. |
Special Retirement Communications—Enter educational brochures, mailings or programs focusing on retirement or retirement planning. |
| 8. |
Electronic Newsletter—Enter your electronic shareholder newsletters. |
| 9. |
Online Marketing Campaign—Enter online or e-mail marketing campaigns targeted to shareholders. |
| 10. |
Online Innovation—Enter unique Website features or programs of retail websites that demonstrate innovative approaches to online fund technology. |
| 11. |
Website—Enter your Websites that serve retail investors. |
| 12. |
Print Ad Campaign—Enter your printed advertising campaigns targeted to retail investors. |
| 13. |
Multi-Media Ad Campaign—Enter your multi-media advertising campaigns targeted to retail investors. |
| 14. |
Wild Card—Enter special communications that do not fit other categories. Be creative! |
| 15. |
Overall Communications Award—Top Award presented in the Retail communications area. There is no entry fee for this award. To be considered a firm must submit a minimum of three entries in categories 1-14 including at least one print entry and one electronic entry. |
Advisor Communications |
| 16. |
Introduction Kit—Enter your materials presented to advisors, broker/dealers or other intermediaries introducing a fund company and its products. |
| 17. |
Newsletter—Enter your printed advisor newsletters. |
| 18. |
Printed Communications—Enter your printed educational programs, sales ideas or mailings targeted to financial advisors or other intermediaries. |
| 19. |
Special Communications—Enter your printed special-message mailings targeted to financial advisors or other intermediaries. |
| 20. |
Communication Campaign—Enter campaign materials targeted to financial advisors or other intermediaries. |
| 21. |
Electronic Newsletter—Enter electronic newsletters targeted to financial advisors or other intermediaries. |
| 22. |
Online Advisor Services—Enter unique services offered through company Websites to advisors and other intermediaries such as client access, business-building tools and sales ideas. |
| 23. |
Online Marketing Campaign—Enter online or e-mail marketing campaigns targeted to financial advisors or other intermediaries. |
| 24. |
Online Innovation—Enter unique Website features or programs of advisor websites that demonstrate innovative approaches to online fund technology. |
| 25. |
Website—Enter Websites that serve financial advisors and other intermediaries. |
| 26. |
Print Ad Campaign—Enter your printed advertising campaigns targeted to financial advisors or other intermediaries. |
| 27. |
Multi-Media Ad Campaign—Enter multi-media advertising campaigns targeted to financial advisors or other intermediaries. |
| 28. |
Wild Card—Enter special communications that do not fit other categories. Be creative! |
| 29. |
Overall Communications Award—Top Award presented in the Advisors communications area. There is no entry fee for this award. To be considered a firm must submit a minimum of three entries in categories 16-28 including at least one print entry and one electronic entry. |
Plan Participant Communications |
| 30. |
Introduction/Education Kit—Enter your materials presented to plan participants introducing a retirement plan's investment options and educating them on benefits of the investment process. |
| 31. |
Ongoing Education Brochure—Enter your print materials provided to plan participants to reinforce previously delivered education efforts. |
| 32. |
Newsletter—Enter your newsletters targeted to plan participants. |
| 33. |
Plan Conversion Communications—Enter your materials designed to explain the transition from one retirement plan to another.
|
| 34. |
Retirement Communications—Enter your educational brochures or packages on retirement or IRAs targeted to plan participants.
|
| 35. |
Plan Participant Program Campaign—Enter your program campaign materials targeted to plan participants.
|
| 36. |
Plan Sponsor Communications—Enter your educational materials or collateral targeted to plan sponsors or adminstrators.
|
| 37. |
Email Communications—Enter your plan participant communications developed to be delivered via e-mail.
|
| 38. |
Online Marketing Campaign—Enter online or e-mail marketing campaigns targeted to plan participants.
|
| 39. |
Wild Card—Enter special communications that do not fit other categories. Be creative!
|
| 40. |
Overall Communications Award—Top Award presented in the Plan Participant communications area. There is no entry fee for this award. To be considered a firm must submit a minimum of three entries in categories 30-39. |
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