Event Description
 
Gap Services Demonstration
 
Description

Join us to learn about Newkirk's comprehensive suite of income replacement (gap) analyses and reports. Our participant "gap" communications make use of individual data to provide an estimate of retirement income - and any shortfall based on user-specified replacement income percentages. Management reports calculate projected balances, likely retirement income, and the size of any potential gap for each plan participant.

Communications include:

  • Personalized Gap/No Gap communications for participants.
  • Gap/No Gap Report for sponsors - indicates, on a participant-by-participant basis, whether the participant has a gap or not.
  • Basic Gap Report for sponsors - calculating projected balances, likely retirement income, and the size of any potential gap for each plan participant.

All Newkirk's gap communications can be quickly and easily transformed into communications with your own "look and feel".

Register for our free online demo below!
To learn more go to http://www.newkirk.com/gap.html

 
Who Should Attend? Plan Advisors
 
Duration 45 minutes
 
 
Select a time for each Live session.
Times listed are in Eastern Standard Time.
You will be automatically registered in any Prerecorded sessions.
 
 
 
 
Gap Services Demonstration
 

Newkirk McKay Hochman MasteryPOINT Financial Technologies