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:
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
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:
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
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:
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