Newkirk: Participant Statements
Schwab RT and Newkirk have an alliance to provide a sophisticated and affordable participant statement. Newkirk’s SuperStatements for 401(k) plans greatly enhance clients’ abilities to communicate with plan participants and compete effectively with larger bundled providers.
- Delivers highly personalized statements in color at the plan and participant level.
- Includes three sections: participant account information, plan performance information, and educational information.
- Offers flexibility in format and design.
- Contains a message board for both provider-level and plan-level messages.
- Includes the allocation analyzer that compares new money allocations to existing balance allocations.
- Offers full-color educational articles.
For more information on Newkirk services, visit www.newkirk.com.