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Fiduciary Services
Sponsor Fiduciary Services
Newkirk understands the fiduciary burdens that are borne by retirement
plan providers and their plan sponsors.
Newkirk communications and other services can ease those burdens.
Plan Investments PLUS (PIP) enables advisors and defined
contribution plan fiduciaries to define monitoring standards and criteria for
plan investments and to create and receive periodic reports on how plan investments
measure up.
PIP is a FINRA reviewed Internet application that
you can access anytime, anywhere. An easy-to-use
interface allows you to quickly:
- Set up a plan
- Identify plan investments
- Select monitoring standards and criteria
- Create and assign default and custom investment policy statements
- Create quarterly (or monthly) monitoring reports
Plan Investments PLUS is a collaborative
undertaking between Newkirk and its subsidiary MasteryPOINT.
Register to attend
an online demonstration.
Visit www.newkirk.com/event/
and register to attend an online
demonstration of Plan
Investments PLUS or call 518-862-3317
for more information.
Newkirk has automated the traditionally complex process of plan sponsor reporting with its comprehensive, yet flexible, reporting solution.
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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