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2004 LOLA
Compelling Use of Video During a Synchronous Event

Meaningful use of live or pre-recorded video during a live session

Fidelity Investments
"Spring 2004 Compliance Update Webcast"

Darrin Crowell
Plan Sponsor Communications


     
Play Acceptance Speech:

Darrin Crowell
Fidelity Investments
Fidelity Investments

Webcast Objective:
To keep retirement plan sponsors (employers) and third party consultants up to date on the latest regulations and legislation in Washington so that they can meet their fiduciary obligations.

From the Nominator:
In this webcast a panel of Fidelity compliance professionals held an interactive discussion of issues around the latest regulatory and legislative news from Washington. They also reviewed issues and rules concerning the mutual fund industry, executive compensation, and medical savings accounts and discussed other compliance topics that impact employee benefit plans. Audience members had the opportunity to submit questions to the panel, which appeared live via video in a news anchor format.

"Fidelity's clients from around the country - in the comfort and convenience of their offices - were electronically linked to the panelists in an interactive, online format that has made this webcast series so successful. These topics tend to be fairly dry for non-plan sponsor audiences, however this constituency relies on Fidelity to get them information as close to real-time as possible. If not, they are at risk for non-compliance in managing what amounts to millions of dollars of their employees' retirement savings. Before technology allowed this medium, we communicated this information in a quarterly newsletter. Our plan sponsors appreciate this just-in-time education as indicated by the results of our post-webcast surveys. The survey from this particular webcast - "Spring 2004 Compliance Update Webcast" - yielded the following responses:

  • Overall, how valuable did you find this webcast? Very or somewhat valuable: 99%
  • How did this Webcast compare to your expectations? Exceeded or met expectations: 89%
  • How do you rate the choice of topics? Excellent or good: 80%
  • How useful was the Q&A period for you? Very or somewhat useful: 96%
  • Will you make it a point to attend future webcasts? Yes: 93%

Participant Comments:

  • "Regulatory info is important and I look forward to these webcasts."
  • "This was my first webcast. It is an excellent way to be updated on topics in short amount of time. I'm looking forward to future webcasts."
  • "We weren't sure what to expect since this was our first time to attend; however, we felt this was very valuable and will be attending future sessions. Thank you!"
  • "This mode of live video content delivery has been a significant addition to Fidelity'a suite of communication and education programs."
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
   
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