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Management Reports
Fact sheet available
Plan sponsors have a fiduciary obligation to review the funds offered
by their plan on an annual basis. Sponsors also have a business
interest in the performance of their plan and how participants are
using this important benefit.
The Management Reports Service offered by Newkirk provides the
information sponsors need to fulfill their fiduciary obligations
and business requirements.
Management Reports offer providers a menu of report options from
which they can assemble a year-end plan review that provides the
meaningful investment and participant information that sponsors
need.
Click
here to request more information on Newkirk’s Management
Reports. Or, contact Jim Lawler directly by phone at 518-862-3221.
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