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.

Benefits:

• 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.