Investor Education Sites

Inform. Engage. Empower.

June 6, 2011

Investor Education Sites

Investor Education Site Benefits

Increase contribution rates.

Increase participation rates across plans.

Reduce marketing and administrative expenses through access to more information online (self-solving).

Provide a premium experience for a modest cost.

Meet the needs of plan sponsors.

What Do Participants Want?

More than 50% of employees surveyed believe their benefits materials could be clearer and more comprehensive:44% want more access to information online.34% want more frequent communication.39% want information tailored to their life.

Source: MetLife’s 9th Annual Study of Employee Benefits Trends, March 2011.

In Devising a Solution …

Think about: Reviewing the diversity of your participant base (life stages and

delivery for different demographics). Supplementing your current communication and

education efforts. Building an online presence. Having a McGraw-Hill editor work with you to create a custom

solution for your business.

Three Ways We Can Help.

1. Create a customized Investor Education Site for your business with access to McGraw-Hill editorial support. (Tier I)

2. Provide you with an Investor Education Site populated with

award-winning content. (Tier II)

3. Provide you with the educational material only, and you add it

to your site. (Tier III)

1. Custom (Tier I)

We create a custom site for you with content that meets the needs of your business.

Broad mix of article and interactive content to appeal to all learning styles and life stages: Saving for Retirement Living in Retirement Rollovers and Distributions Saving and Spending Financial Planning

Site content is refreshed on a periodic basis to help encourage repeated visits and timeliness.

Participant e-newsletter ensures regular contact and links back to your Investor Education Site.

2. Template with Content (Tier II)

We provide you with a template and a

predetermined content package. Includes well-balanced array of:

Interactive Charts and Tutorials Calculators Frequently Asked Questions Library Articles Quarterly Participant Newsletter

Content is updated on a periodic basis.

3. Content for Your Existing Site (Tier III)

Content automatically adapts to website look and feel.

Broad mix of article and interactive content that appeals to all learners.

Diverse range of topics that addresses varied participant life stages and needs.

Can select from more than one topic and/or rotate topic areas quarterly to keep content fresh.

Choose Your Focus. We’ll Do the Rest.

Choose from 15 topics, including: Saving for Retirement Investing in Retirement Saving for College Managing Debt Life Insurance/Annuities Women and Investing Tax Planning

Each package includes: Articles Interactive tutorials and charts Calculators Visual learning aids

Enhancements Available

FDP Complete — Add mutual fund data and analysis to your website.

eProspectus — Provide participants with a portal to access all of their prospectuses online.

Investment Modeling Center. Three powerful modeling tools: The Retirement Planner The Income Planner Longevity Analyzer

Video tutorials — Engage your audiences through video guides (coming soon).

Thank you!

Any questions or comments?

Jim CostelloMgr. Business Development McGraw-Hill Financial Communications111 Huntington Avenue, 6th FloorBoston, MA.02199Office 857 383-5731Mobile [email protected]