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Participant Investor Services

Newkirk's Participant Investor Services include both Newkirk products and MasteryPOINT's tools. MasteryPOINT is a subsidiary of Newkirk. All the offerings let you inform, educate, and advise your participant investors in today's dynamic and challenging environment.

Read more to learn how you can provide online investment guidance, advice, prospectuses, annual and semiannual reports, and fund data sheets, as well as web tools and educational content — all with online convenience.

Online Guidance and Advice

MasteryPOINT’s affordable, interactive online guidance, advice, and other web tools help engage and motivate plan participants.

Online Prospectuses & Fund Data Sheets

Newkirk Fund Central gives users access to EDGAR-View® for online viewing of fund prospectuses, as well as annual and semiannual reports, monthly fund performance information, and fund data sheets.

Financial Planning Calculators

MasteryPOINT calculators enable qualified plan providers to add valuable content to their participant websites. These interactive educational tools can increase traffic and provide important motivation to plan participants.

Click here to request more information on Newkirk's Participant Investor Services. Or, contact Eliot Freeman by phone at 518-862-3317.