Military Saves Advisory Meeting January 18, 2018
Agenda 2 Welcome and Introductions Blended Retirement System Update Military Saves Update: Digital Communications Partner Outreach Military Saves Week 2018: What s New Military Saves Week 2018: Digital Communications Military Saves Week 2018: Partner Outreach Around the table report out & questions
Blended Retirement System Update 3 Kim Myers, Strategic Communication and Outreach, Financial Readiness Office of Deputy Assistant Secretary of Defense (Force Education & Training)
Blended Retirement System Update 4 Military Saves continues to include information about BRS whenever possible in partner packets and blogs, and we promote/cross promote BRS on social media, especially for @DoDFINRED. Military Saves created a Five-Step BRS blog and Checklist to Success collaborating with DoD Military Compensation.
Blended Retirement System Update 5
Military Saves Digital Communications 6 #MilChat October: ID Theft November: Holiday Scams
Military Saves Digital Communications MilitarySaves.org 7 27 blogs posted to militarysaves.org during 4th quarter covering a variety of topics including: checking/savings account fees, how to save during the holiday season, end-ofyear savings tips, military spouses/brs, how to avoid overspending. Latest Partner Resource Packets: Military Transitions & Retirement Military Saves Week 2018 Digital Toolkit Military Tax Time Savings
Military Saves Digital Communications 8 Email Communications: Partner Updates & Goal-Based Saver Blogs
Military Saves Digital Communications 9 Website viewership trending up slightly: 5,171 users per month 11,069 page views per month What are people viewing? Top viewed blogs TSP and Retirement continue to be hot topics! Considering a Thrift Savings Plan Rollover? Consider this. (FINRA authored guest blog) Sign up and save with the TSP Changing Where You Stay? Make the Change to Your TSP Account in MyPay (Federal Retirement Thrift Investment Board)
Military Saves Digital Communications 10
Military Saves Digital Communications Text message service: 11 1130 subscribers Goal-based 1. tip and 2. reminder going out twice a month Actively promoting sign-ups to increase subscriber base
Military Saves Digital Communications 12 Promoting the digital pledge: Embeddable pledge form Exploring a pilot of the text-to-pledge
Military Saves Digital Communications 13 Social Media Reach: Twitter: 4,180 followers 4th quarter average: 102 retweets 69 mentions Facebook: 25,116 likes 54,240 impressions 186 likes Twitter stats trended up in 2017!
Military Saves Digital Communications Military Saves Annual Report is available! 14
Military Saves Partner Outreach 32 Banks and Credit Unions Awarded 2017 America Saves Designation of Savings Excellence: 10 military-affiliated credit unions 4 military banks Honorable Mentions: 5 military-affiliated credit unions 1 military bank 15
Military Saves Partner Outreach 16 For #MSW18, Military Saves is adding this new designation category for installations & military-affiliated organizations to recognize those that promote automatic savings, emergency savings and the new Blended Retirement System in innovative ways to service members and the military community. Check back for more information to come!
Military Saves Week 2018: What s New 17 Organizational Sign Ups To Date Streamlined Participation Sign Up Form Please encourage partner orgs to sign up! Resource Library Daily Savings Focus/Partnership Opportunities
Military Saves Week 2018: What s New Military Saves Week 2018 Daily Savings Focus 18 Monday: Save with a plan Pledge, savings goals Tuesday: Save with technology Save automatically FinTech Wednesday: Save for rainy days Emergency savings Thursday: Save to retire Retirement/long-term investments Friday: Save the extra Tax-time savings Extra income (bonuses, three-paycheck months, raises) Inheritances, winnings, etc. Saturday : Save as a family Family savings Education savings Saving for fun (vacations, events, etc.)
Military Saves Week 2018: Digital Communications 19 Military Saves Week 2018 on MS.org #MSW18 Digital Toolkit is available Financial Fitness Checklist New Participation Badge Commander s Proclamation Social media saving community Resources shared through email
Military Saves Week 2018: Digital Communications Financial Fitness Checklist 20 Set a goal. Make a plan. Save automatically.
Military Saves Week 2018: Partner Outreach 21 Saver Outreach: Goal of 35,000 savers take the Military Saves Pledge during first quarter 2018. Jan. 1, 2018, the pledge count starts over! Organizational Outreach: (Installations, Financial Institutions, Gov. Agencies): Goal of 500 (or more) organizations/installations participate in MSW. Saver Outreach Goals By BranchGoal Branch Pledge Goal Army 20,000 Air Force 8,000 Navy 3,500 Marines 3,000 National Guard 350 Coast Guard 150
Military Saves Week 2018: Partner Outreach Focus on quality engagements MSW 101 Webinars Outreach this year focuses on 1. Service branch/installation Financial Readiness Offices (PFMs, PFCs,); 2. Financial Institutions/Banking Liaison Officers; 3. Garrison Commanders (streamlined proclamation) and 4. traditional partners. Daily savings themes provide opportunities for partner collaboration. Join us! Please sign up to participate in the week and promote the Military Saves Pledge. 22
Military Saves Week 2018: Partner Outreach The following organizations have tentatively agreed to participate in the Daily Savings Focus by sharing blogs, cross promoting #MSW18 on social media and/or participating in tentative Twitter Chats. Join us! 23 Daily Savings Focus Mon., Feb. 26: Save with a plan. Tues., Feb. 27: Save w/technology, automatically. Wed., Feb. 28: Save for rainy days. Thurs., March 1: Save to retire. Fri., March 2: Save the extra. Sat., March 3: Save as a family. Tent. Participating Organizations FINRA Foundation, AFCPE, PENFED, DoDFINRED Twitter Chat FTC/MilConsumer AER, NMCRS, DoL/Veterans DoD FINRED, DoL/Veterans Wells Fargo/HandsOnBanking, MFAN USAAEF
Military Saves Key Messages 1. Sign up to participate, receive the latest news. 24 2. Partner with us! Share our resources on social media and let us know about your resources, activities and events so that we can share them! 3. Encourage service members, their families and DoD civilians to take the Military Saves Pledge. 4. Visit MilitarySaves.org for toolkit, participation guidelines, event ideas, graphics and downloadable materials.
Military Saves Program Support THANK YOU! 25
Military Saves Next Meeting 26 SAVE THE DATE! Next meeting: TBD May 2018
Contact Information Allie Vered America Saves Director avered@consumerfed.org Alecia Blair Military Saves Director ablair@consumerfed.org info@militarysaves.org MilitarySaves.org Like Us: https://www.facebook.com/militarysaves 27 Lani Poblete Military Saves Project Manager lpoblete@consumerfed.org Follow Us: https://twitter.com/militarysaves