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Transcript of © 2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of...
![Page 1: © 2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. Your Money Matters at AT&T.](https://reader035.fdocuments.net/reader035/viewer/2022081422/5519fba3550346634a8b465c/html5/thumbnails/1.jpg)
© 2010 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.
Your Money Matters at AT&T
October 15, 2012
Marty Webb – Vice President – Benefits
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Agenda
You Matter
AT&T Retirement Benefits
Savings Plan Design and Features
Overview of Your Money Matters
Results and Metrics
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Components of You Matter
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AT&T Retirement Benefits by the Numbers
• $30+ Billion in Assets
• 340,000+ Participants with a Balance• 245,000 Employees Eligible to
Contribute• $1.2 Billion in Employee
Contributions in 2011• $627 Million in Company Match
during the same year
• $92,000 Average Participant Balance
• Virtually all US based AT&T employees participate in a Pension Plan
• $56 Billion in Liabilities as of 12/31/2011
• 617,000 Total Pension Plan Participants (including retirees)
• 238,000 Active Pension Plan Participants
• $5 Billion in Pension Benefits Paid in 2011
Savings Pension
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Savings Plan Design & Features
Plan Features Fund Lineup Overview
Auto Enrollment
Auto Escalation
Roth 401(k) Features
6% of Pay is Matched at 80%
Catch Up Contributions
Auto Rebalance
Twelve Age Based Funds (default investment option)
Four Index Funds
Four Custom Funds (including Stable Value)
AT&T Shares Fund
Self-Directed Brokerage Window
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Your Money Matters
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Your Money Matters: Program Launch
Objectives• Improve Employee Education• Increase Employee Engagement
• Increase Participation• Maximize Match
Communication Vehicles
Traditional Media
• Paper mailings• Company website• Emails• Posters & digital signage
Social Media
• Social networking community
• Blogs
Videos• Employee vignettes• Man on the Street Workshops
• Savings basics• Asset allocation• Investing your next dollar
Targeted Messages
• New employee• Participation• Maximize match
• Diversification• Catch-up• Impact of loans
• Retirement• Others
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Social Media (Intranet)• Over 10,000 community members• Ongoing interaction on variety of financial topics
Ben is GREAT
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Video
Three Employees
Three Stages of Life
One Common Goal
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2011 Campaign
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2012 Campaign
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Holistic Experience: Expand and Enhance Your Money Matters in 2012
Effectively growing the campaign means maximizing four key areas:
• Tools: technology used by employees to make and model actions
• Design: implementing strategic plan changes or adding new features to create best-in-class benefits
• Education: creating and delivering information for participants
• Delivery Channels: maximizing the existing channels and developing new mediums
Tools Design
Education Delivery Channels
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11/01/2010 09/30/2012
77%
83%
Man-agement
11/01/2010 09/30/2012
46%
58%
Bargained
11/01/2010 09/30/2012
88%
90%
Management
11/01/2010 09/30/2012
79%
83%
Bargained
11/01/2010 09/30/2012
82%
86%
Total Participation
11/01/2010 09/30/2012
59%
69%
Total
Your Money Matters Results
Get In! Savings Plan Participation Rates
Max Out! % of Participants Maximizing Company Match