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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: QACA/EACA Notice 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. QDIA 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. Automatic Enrollment SmartSingle 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. View and print an Order Form AutoBook 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 Complete AutoBooks include:
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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