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QACA/QDIA Communications
Newkirk recognizes that staying on top of required
compliance communications can be difficult. That
is why we’ve developed a number of communications
and delivery methods that address the DOL’s requirements of informing participants
about default investments.
Choose from a number of options,
depending on your needs and your audience:
This communication notifies participants
of their automatic enrollment into a plan and
provides information concerning the various
opt-out opportunities (out of the plan, out
of the default investment, etc.). Notices can
be delivered by mail or electronically. Participant
information can be provided through a data feed
or uploaded (via an Excel spreadsheet) into
NewkirkOne. Notices can be posted to provider/sponsor
websites for access by participants.
Click
here to request information
on Newkirk's QACA/EACA Notice.
This notice satisfies the DOL’s requirements
with respect to informing participants about
a plan’s default investment(s). QACA/EACA
information can optionally be included, as can
information concerning a short-term default
investment (if one exists). Notices can
be delivered by mail or electronically. Participant
information can be provided through a data feed
or uploaded (via an Excel spreadsheet) into
NewkirkOne. Notices can be posted to provider/sponsor
websites for access by participants.
Click
here to request information
on Newkirk's QDIA Notice.
Designed to satisfy DOL and
IRS notice requirements for QACA/EACA
and QDIA. Supports balance
fund and managed account default
investments, too. The QDIA
notice incorporated into page 4 of
the SmartSingle can be included
in enrollment materials and distributed
as a self-mailer to satisfy the DOL
annual notification request.
Review this SmartSingle!
View and print an
Order Form:
– Participant
Version
– Plan
Version
Newkirk's AutoBook enables
retirement plan providers and third
party administrators to communicate
auto enrollment to newly eligible participants
while satisfying applicable disclosure
requirements — easily and effectively.
Compliant
Designed to not only
satisfy QDIA and fee disclosure
requirements, the AutoBook is
plan-specific and has
been written in an easy-to-understand
style so eligible
participants can understand what automatic
enrollment
is all about.
Cost-effective
Better yet, the 5½" ×
8½" perfect-bound
booklet 
size
means lower production costs and
normal USPS rates.
Complete
AutoBooks include:
- Plan Advantages
- Opt-out versus staying in
- Individual
expense disclosure
Click
here to request
more information on Newkirk’s QACA/QDIA
Communications.
Or, contact us directly by phone at
800-525-4237.
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