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SmartSingles
SmartSingles are personalized,
data-driven communications for qualified
plan participants. Each full-color
statement is targeted to
the recipient including illustrations
and projections generated from specific
participant account data.
Choose
from eight participant stages:
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 Automatic
Enrollment
Designed to satisfy DOL and IRS notice
requirements for QACA/EACA and QDIA.
Supports balanced fund and managed account
default investments, too. The QDIA
notice incorporated into page 4 of the
Single can be included in enrollment
materials and distributed as a self-mailer
to satisfy the DOL annual notification
requirement.
Review
this SmartSingle now!
View
and Print Order Form
– Participant Version
– Plan Version |
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 Gap
Analysis
Demonstrates the difference between anticipated retirement plan savings
and the amount of replacement income recommended by financial planners.
Review
this SmartSingle now!
View
and Print Order Form |
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 Newly Eligible Introduction
Welcomes newly eligible employees to
the plan, and encourages them to receive
additional plan information online.
A cost-effective replacement of more
elaborate and costly enrollment materials.
Review
this SmartSingle now!
View
and Print Order Form |
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 Newly Eligible SmartMailer
A self-mailer and reply vehicle in one! Designed for immediate participant
action by simply indicating deduction percentage, signing and dropping
in the mail.
Review
the SmartMailer now!
View
and Print Order Form |
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 Increase
Contributions
Encourage low-level deferrers to increase contribution rates.
Review
this SmartSingle now!
View
and Print Order Form |
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Asset Allocation
This communication explains the importance
of Asset Allocation in the management
of a participant's retirement account.
Provides comparisons between the participant's
current allocations and recommended
models.
Review this SmartSingle now!
View
and Print Order Form |
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 Distribution
Highlights the many advantages of keeping
money in a participant's current plan
or rolling over their funds into an
IRA.
Review this SmartSingle now!
View
and Print Order Form |
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Blackout Notices
Coming soon.
Advises participants of a change in provider
and explains the impact of the change
on plan operation and investments. These
notices meet Sarbanes-Oxley notice
requirements. |
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Online editing capability allows
for insertion of Plan detail elements to further add to the personal
nature of these communications. Newkirk's SmartSingles offer
participant profiling and Return on Investment analysis for results
measurement. |
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View
and Print the Targeted Communications
Order Form
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Click
here to request
more information on Newkirk’s SmartSingles.
Or, contact Newkirk by phone at 518-862-3226.
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