Free Declaration - District Court of Arizona - Arizona

Exhibit
Case 2:O4—cv—OO424—ROS Document 191-3 Filed O7/O1/2006 Page1 0f3

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From: Fioiae, Maureen
T0: Chapman, Craig; Goose?. Tom; Donovan, Tom; Sami, Joy; Wigle, Jim; O'KeeIe, Mary Lou;
Payne, Jean; Bumelko, Cindy
Subiecx: $BA comnwunkazion plan
Date: Saturday, Ociober 28, 3995 5:35PM
Pricriiy: High
FYI, here is a communiceiion phen that captures some ot the ideasiaciicms recorded in the ras! two meesings. PH
be out of town Monday and Tuesday, but wiit be beck in me oaice Wednesday and wiki check voicemaii H you
need to gal in touch with ma, _
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Page 1
CONFEDENTIAL
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- ‘ 2 0f 3
Case 2:04—cv—00424—ROS Document 191 3 Fnled 07/01 /2006 Page

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, .. ri "° M. Rojas _
HROC Cognmunications
S-BA Communication Plan c
‘i 0/'23f95 ¤
{benefits\sba;>ien.c£oc}
@1 euetm
Oct. 25 Employees Progress report memo to Repro for Valieywide distribution
• Advance copy of to generaiistseshare otztiine of comm pian ‘=
• Make sure gencraiists know how to get copy of summary *
pian description if employees ask
·· Get .¥oy’s help (and Mike/Cheryl in Tempe) to send advance
J advance co su » isors via e—ma§i
Nov. I Empioyees SBA Fiier with Q&.·&
• Advance c · to eneraiists/leederslti team .
@¤ memset ratmecem it-eeeteiien on sen e j
Nov. 2? Employees McCarthy victcosepe aveiiable to supervisors for group meetings.
Make zwaiiabie thru other existing sources:
• Tempe Libmry
• Career Ce¤ter??
Pre-Nov. 20 Richard Rogers Provide brieiing on SBA prior to stan of Nov. 20 financial _
. _ - - · tannin worlesho ` ` " n '
TB!} based Finztnciai community Arrange briefings for financial planners whose names have been
on res nse submitted b e to ees; led ti Bob Y.
TBD RBA. reps '}Y'r;1in-the—Ltaincr session for Cindy Burnel§to,·"RBA reps; icd
M b Bob Y.
TBI) SHA participants Modify savings plan quarterly statement to coil attention to
inte ation of SBA with Retirement Plain
FOR FURTHER CONSIDERAUON/ACT'ION;
ee-mtime tenem statement
- Employees Evaluate the explaztatozgv cover sheet for pension estimates; can
em io ccs understand wnat the ‘re eatin ?
Employees investigate timing of pension estimate modeiing on EmPower
kiosks
_ Ernpioyees Provide offset czaicttiazion toni or worksheet {Goulet working
with Boi: Y.)
Ongoing AH Set up some device for capturing and responding to questions:
cottkl be coming from employees or generaiists, or managers. or
{ L even RBA. M
Key Audiences:
DHRs, gencralists
Leadership
Managers, supervisors
Empioyees
HROC Benefits staff
RBA
Approvals:
i. Send time to tim Wigie. Joe Snetizen, ferry Adair to verify accuracy of information.
Once we have their input, send to Russ Hawkins, Bob Y, and Gary Simtier at Hewitt, Mary Loo O'Keefe, {
Peter Mercer. Courtesy copies to locei team members,
5
CONFIDENHAL l
M ` ‘“`* HW0019386 j
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