Emails: 5500 filing

I wrote a series of ready to file & filed confirmation emails for plan sponsors & other signers.

AMP emails

call to action

confirmation

content strategy

writing

Microsoft Word

strategy

Consice & clear to drive action

In feedback, plan sponsors expressed annoyance with the quantity of emails they received & confusion about what & if action was needed. Previous communications featured dense copy & no consistent pattern for communicating between informative or actionable messaging.

Here are some strategies I employed for new emails based on this feedback:

  • Adding “Action required:” to the beginning of the subject line for the call to action emails
  • Utilizing direct copy & instructions without unnecessary over-explanation
  • Employing conversational language to promote engagement & provide clarity

A limitation with AMP emails was that we couldn’t add a deep link (one that would jump the user to the exact page in the experience where they could take action). This was also leading to confusion as past emails featured a button with a “Get started” CTA that would land them to the login page and then dashboard. Users would then need to reference the email or call the client services team to get further instruction.

To address this, I formatted the directions as a bulleted list with a link to the plan sponsor website, so that it’s more clear where they’ll land & they’re less likely to overlook the instructions. I also conferred with other content strategists on my team on this approach to ensure alignment for communications going out to plan sponsors, participants, etc.

call-to-action

File your 5500

Timing/trigger: Their forms have been prepared & are ready for them to review.

Audience: Plan sponsors

Subject line: Action required: File your 5500

Timing/trigger: They haven’t filed yet & the deadline is approaching.

Audience: Plan sponsors

Subject line: Deadline approaching: File your 5500

Timing/trigger: They haven’t filed & the deadline has arrived. An extension has been filed on thier behalf.

Audience: Plan sponsors

Subject line: Deadline extended: File your 5500

Timing/trigger: They haven’t filed yet & the extended deadline is approaching.

Audience: Plan sponsor

Subject line: Final deadline approaching: File your 5500

call-to-action

Upload your accountant’s opinion

Trigger: Thier 5500 forms are ready

Audience: Plan sponsor

Subject line: 5500 filed

Timing/trigger: They haven’t uploaded their accountant’s opinion yet.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: Reminder: Upload your accountant’s opinion

confirmation

Forms &/or files submitted

Timing/trigger: They submitted thier 5500 forms

Audience: Plan sponsor

Subject line: 5500 filed

Timing/trigger: They’ve uploaded their accountant’s opinion & their 5500 has been filed for them.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: 5500 filed

credits

Team & tool acknowledgements

in collaboration with ASCENSUS

copy by Meg Morris

written in Microsoft Word

delivered via AMP

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect

Emails: 5500 filing

I wrote a series of ready to file & filed confirmation emails for plan sponsors & other signers.

AMP emails

call to action

confirmation

content strategy

writing

Microsoft Word

strategy

Consice & clear to drive action

In feedback, plan sponsors expressed annoyance with the quantity of emails they received & confusion about what & if action was needed. Previous communications featured dense copy & no consistent pattern for communicating between informative or actionable messaging.

Here are some strategies I employed for new emails based on this feedback:

  • Adding “Action required:” to the beginning of the subject line for the call to action emails
  • Utilizing direct copy & instructions without unnecessary over-explanation
  • Employing conversational language to promote engagement & provide clarity

A limitation with AMP emails was that we couldn’t add a deep link (one that would jump the user to the exact page in the experience where they could take action). This was also leading to confusion as past emails featured a button with a “Get started” CTA that would land them to the login page and then dashboard. Users would then need to reference the email or call the client services team to get further instruction.

To address this, I formatted the directions as a bulleted list with a link to the plan sponsor website, so that it’s more clear where they’ll land & they’re less likely to overlook the instructions. I also conferred with other content strategists on my team on this approach to ensure alignment for communications going out to plan sponsors, participants, etc.

call-to-action

File your 5500

Timing/trigger: Their forms have been prepared & are ready for them to review.

Audience: Plan sponsors

Subject line: Action required: File your 5500

Timing/trigger: They haven’t filed yet & the deadline is approaching.

Audience: Plan sponsors

Subject line: Deadline approaching: File your 5500

Timing/trigger: They haven’t filed & the deadline has arrived. An extension has been filed on thier behalf.

Audience: Plan sponsors

Subject line: Deadline extended: File your 5500

Timing/trigger: They haven’t filed yet & the extended deadline is approaching.

Audience: Plan sponsor

Subject line: Final deadline approaching: File your 5500

call-to-action

Upload your accountant’s opinion

Trigger: Thier 5500 forms are ready

Audience: Plan sponsor

Subject line: 5500 filed

Timing/trigger: They haven’t uploaded their accountant’s opinion yet.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: Reminder: Upload your accountant’s opinion

confirmation

Forms &/or files submitted

Timing/trigger: They submitted thier 5500 forms

Audience: Plan sponsor

Subject line: 5500 filed

Timing/trigger: They’ve uploaded their accountant’s opinion & their 5500 has been filed for them.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: 5500 filed

credits

Team & tool acknowledgements

in collaboration with ASCENSUS

copy by Meg Morris

written in Microsoft Word

delivered via AMP

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect

Emails: 5500 filing

I wrote a series of ready to file & filed confirmation emails for plan sponsors & other signers.

AMP emails

call to action

confirmation

content strategy

writing

Microsoft Word

strategy

Concise & clear copy to drive action

In feedback, plan sponsors expressed annoyance with the quantity of emails they received & confusion about what & if action was needed. Previous communications featured dense copy & no consistent pattern for communicating between informative or actionable messaging.

Here are some strategies I employed for new emails based on this feedback:

  • Adding “Action required:” to the beginning of the subject line for the call to action emails
  • Utilizing direct copy & instructions without unnecessary over-explanation
  • Employing conversational language to promote engagement & provide clarity

A limitation with AMP emails was that we couldn’t add a deep link (one that would jump the user to the exact page in the experience where they could take action). This was also leading to confusion as past emails featured a button with a “Get started” CTA that would land them to the login page and then dashboard. Users would then need to reference the email or call the client services team to get further instruction.

To address this, I formatted the directions as a bulleted list with a link to the plan sponsor website, so that it’s more clear where they’ll land & they’re less likely to overlook the instructions. I also conferred with other content strategists on my team on this approach to ensure alignment for communications going out to plan sponsors, participants, etc.

call-to-action

File your 5500

Timing/trigger: Their forms have been prepared & are ready for them to review.

Audience: Plan sponsors

Subject line: Action required: File your 5500

Timing/trigger: They haven’t filed yet & the deadline is approaching.

Audience: Plan sponsors

Subject line: Deadline approaching: File your 5500

Timing/trigger: They haven’t filed & the deadline has arrived. An extension has been filed on their behalf.

Audience: Plan sponsors

Subject line: Deadline extended: File your 5500

Timing/trigger: They haven’t filed yet & the extended deadline is approaching.

Audience: Plan sponsor

Subject line: Final deadline approaching: File your 5500

call-to-action

Upload your accountant’s opinion

Timing/trigger: Their 5500 forms are ready to be reviewed by their accountant.

Audience: Plan sponsor with a large ERISA plan & 3(16) services.

Subject line: Action required: Upload your accountant’s opinion

Timing/trigger: They haven’t uploaded their accountant’s opinion yet.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: Reminder: Upload your accountant’s opinion

confirmation

Forms &/or files submitted

Timing/trigger: They submitted their 5500 forms

Audience: Plan sponsor

Subject line: 5500 filed

Timing/trigger: They’ve uploaded their accountant’s opinion & their 5500 has been filed for them.

Audience: Plan sponsor with a large plan & 3(16) administrative fiduciary services

Subject line: 5500 filed

credits

Team & tool acknowledgements

in collaboration with ASCENSUS

copy by Meg Morris

written in Microsoft Word

delivered via AMP

Compliance tasks for 401(k) plan sponsors

My Priorities Quiz results page updates

Let’s connect