Categories

Categories

There are over 35 categories available including retail, advisor and retirement entries. Click category names below to view examples.

Printable Category Overview


Categories in the retail area include efforts that educate, inform and serve individual investors and shareholders.

EDUCATION/SHAREHOLDER
Introduction Kit: Shareholder fulfillment kits, prospectus or communications packets
Annual Report: Annual or semi-annual reports
Educational Brochure: Brochures on topics such as retirement, IRAs, college planning, asset allocation, taxes, etc.
Newsletter/Magazine: Printed and electronic shareholder newsletters or magazines
Websites: Websites serving retail investors
Social Media: Social media efforts targeting current and prospective shareholders
Innovation: Unique uses of tools, mobile apps and features, or utilization of technology that demonstrates innovative approaches to serve and communicate with shareholders
Wild Card: Special retail communications that do not fit other categories – be creative!

CAMPAIGNS
Special Communications: Educational or special-message programs targeted at current and/or prospective shareholders
Marketing Campaign: Complete marketing campaigns (print/online/e-mail) targeted to shareholders
Ad Campaign: Advertising campaigns targeted to retail investors


Communicating with and educating financial advisors is a critical strategy for all asset management firms. Advisor STARs are presented to those firms who do it best.

EDUCATION/ADVISOR
Introduction Kit: Materials presented to advisors, broker/dealers or other intermediaries introducing a fund company and its products
Newsletter: Printed and electronic newsletters targeted to financial advisors or other intermediaries
Websites: Websites serving financial advisors and other intermediaries
Educational Communications: Educational programs or messages targeted to financial advisors or other intermediaries
Online Advisor Services: Unique services offered through company Websites to advisors and other intermediaries such as client access, business-building tools and sales ideas
Social Media: Social media efforts targeted to financial advisors or other intermediaries
Innovation: Unique uses of tools, mobile apps and features, or utilization of technology that demonstrates innovative approaches to serve and communicate with financial advisors and other intermediaries
Wild Card: Special advisor communications that do not fit other categories – be creative!

CAMPAIGNS
Special Communications: Special-message communications targeted to financial advisors or other intermediaries
(i.e. Regulatory)
Communication Campaign: Campaign materials targeted to financial advisors or other intermediaries
Ad Campaign: Advertising campaigns targeted to financial advisors or other intermediaries


Retirement STAR Awards recognize the best of the best in the multi-faceted, highly competitive retirement marketplace. Communications for both plan participants and sponsors may be submitted.

PLAN PARTICIPANT/PLAN SPONSOR
Introduction/Onboarding: Entries in this category should introduce new or existing employees to a retirement plan’s investment options, and educate them on the benefits of the investment process and the importance of diversification
Ongoing Education: This category highlights entries that reinforce prior investment education efforts and encourages increased participation and savings among plan participants
Newsletter: Newsletters and magazines for plan participants in print or e-newsletter format
Plan Conversion Communications: Entries explain the transition from one retirement plan provider to another
Website: Entries spotlight traditional and mobile websites serving plan participants
Social Media: This category recognizes social media efforts that creatively engage plan participants
Innovation: Recognizes unique uses of tools and features, or utilization of technology that demonstrate innovative approaches to serve and communicate with participants
Thought Leadership/White Papers: Focused on industry trends or investment themes that educate, inform and assist with the fiduciary responsibilities of plan sponsors, plan administrators and investment committees
Digital Communications: Digital and multimedia communications designed to educate and engage plan sponsors
Events & Conferences: Entries showcase materials created for annual client conferences, benefits fairs, and other retirement-related events and workshops

CAMPAIGNS
Special Campaign: Entries in this category range from efforts that focus on one specific objective to a full-scale, multifaceted campaign on a major theme such as retirement readiness


The MFEA’s most prestigious awards for communications are Overall Retail, Advisor and Retirement. To win these awards, companies must meet the highest standards for consistency and integration in five key areas: Design, Messaging, Brand, Education and Digital.

Like the esteemed Community Investment award, entrants must submit a separate entry for consideration in the Overall category of their choosing to qualify for an Overall Retail, Advisor and/or Retirement award.

Pricing for the Overall awards is consistent with the individual STAR Award pricing:

  • MFEA Member: $500/entry*
  • Non-Member: $650/entry*

*Any entries received after Thursday, June 1 at 5:00 p.m. PST will incur a 10% processing fee.

OVERALL COMMUNICATIONS WINNER IN RETAIL
Please submit an entry consisting of at least three samples that showcase different efforts from the firm in the area of Retail. Samples can include any existing retail categories, but submissions must include more than a single campaign.

OVERALL COMMUNICATIONS WINNER IN ADVISOR
Please submit an entry consisting of at least three samples that showcase different efforts from the firm in the area of Advisor. Samples can include any existing advisor categories, but submissions must include more than a single campaign.

OVERALL COMMUNICATIONS WINNER IN RETIREMENT
Please submit an entry consisting of at least three samples that showcase different efforts from the firm in the area of Retirement. Samples can include any existing retirement categories, but submissions must include more than a single campaign.

This prestigious award is designed to recognize a mutual fund company for its outstanding community service contributions such as special programs, partnerships, in-kind support of goods and services, employee volunteerism or other activities that have resulted in a positive impact on a community, an organization or its citizens. Judges will consider all entries for their impact, success in meeting program objectives, creativity, corporate commitment, employee participation, and other key elements.