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© 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.

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Presentation on theme: "© 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."— Presentation transcript:

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 October 15, 2012 Marty Webb – Vice President – Benefits

2 2 Agenda You Matter AT&T Retirement Benefits Savings Plan Design and Features Overview of Your Money Matters Results and Metrics

3 3 Components of You Matter

4 4 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/ ,000 Total Pension Plan Participants (including retirees) 238,000 Active Pension Plan Participants $5 Billion in Pension Benefits Paid in 2011 Savings Pension

5 5 Savings Plan Design & Features Plan FeaturesFund 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

6 6 Your Money Matters

7 7 Your Money Matters: Program Launch Objectives Improve Employee Education Increase Employee Engagement Increase Participation Maximize Match Communication Vehicles Traditional Media Paper mailings Company website s 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

8 8 Social Media (Intranet) Over 10,000 community members Ongoing interaction on variety of financial topics Ben is GREAT

9 9 Video Three Employees Three Stages of Life One Common Goal

10 Campaign

11 Campaign

12 12 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 ToolsDesignEducation Delivery Channels

13 13 Your Money Matters Results Get In! Savings Plan Participation Rates Max Out! % of Participants Maximizing Company Match


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