Communication and Ongoing Maintenance Fee Sample Clauses

Communication and Ongoing Maintenance Fee. Included. The communication and ongoing maintenance fee includes monitoring the use of Reality Investing, and integrating Reality Investing communications into the Plan’s overall communications campaign, including enrollment materials, forms, web site, and group meetings. At least one mailing to a broad range of Participants regarding Managed Account Service may be included in the standard services package for which there is no additional fee. Standard materials may include a discussion of Reality Investing in enrollment/education materials, on the web site, and/or in personalized Participant materials if the Plan is providing a full payroll data interchange file. Additional or custom Participant communications materials will be used by AAG and may be paid for by AAG, Great-West or the Plan Sponsor, as negotiated on a case- by-case basis. Such additional or custom communications may include targeted marketing techniques based upon participant demographical and/or account data (including but not limited to age, income, deferral rates, current investment elections) to identify participants who may benefit from participation in the Managed Account Service. The participants identified will be targeted for additional solicitations or other marketing efforts designed to educate them regarding the features of the Managed Account Service. The dedicated representative(s) of the Plan, Plan Sponsor, Great-West and AAG, as applicable, will facilitate communications regarding Reality Investing.

Communication and Ongoing Maintenance Fee. Included. The communication and ongoing maintenance fee includes monitoring the use of Advisory Services, and integrating Advisory Services communications into the Plan’s overall communications campaign, including enrollment materials, forms, website, and group meetings. As part of a Participant’s enrollment in the Managed Account service, the Participant will receive the Managed Account Welcome Kit shortly after enrollment. The Participant will receive an Annual Kit shortly after their birthday. Each kit provides the Participant an update on their account and reaching their retirement goals. Standard materials may include a discussion of Advisory Services in enrollment/education materials, on the website, and/or in personalized Participant materials. Additional or custom Participant communications materials may be used by AAG and may be paid for by AAG, Great-West or the Plan Sponsor. Such additional or custom communications may include targeted marketing techniques based upon Participant demographical and/or account data (including but not limited to age, income, deferral rates, current investment elections) to identify Participants who may benefit from participation in the Managed Account Service.