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Sponsor Fiduciary Automatic Rollover Solution Management Reports Request More Information

Management Reports
Fact sheet available

Plan sponsors have a fiduciary obligation to review the funds offered by their plan on an annual basis. Sponsors also have a business interest in the performance of their plan and how participants are using this important benefit.

The Management Reports Service offered by Newkirk provides the information sponsors need to fulfill their fiduciary obligations and business requirements.

Management Reports offer providers a menu of report options from which they can assemble a year-end plan review that provides the meaningful investment and participant information that sponsors need.

 

Click here to request more information on Newkirk’s Management Reports. Or, contact Jim Lawler directly by phone at 518-862-3221.

 

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