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= Review printed format; = Electronic format

Statement Products
Fact sheet available

Newkirk statements provide the necessary motivation and encouragement required to help participants meet their retirement goals and to help providers maximize return on investments. Choose from a variety of layouts and delivery methods:

 

The SmartStatement® Review printed format Electronic format available

The two-page SmartStatement provides concise motivation Smart Statementnecessary to encourage participants to move to higher income deferral levels, and to better allocate their assets. Each statement contains a personal empowerment message designed to move a participant along a pre-defined pathway to a comfortable retirement.

The SmartStatement is available in printed or electronic format directly from Newkirk. The electronic version of the SmartStatement offers the added benefit of drill-down detail, interactive education, and links to fund fact sheets and prospectuses.

The SmartStatement can be produced and distributed by Newkirk, or fed electronically to a production and distribution facility of your choice for printing and mailing.

View a Sample SmartStatement.

SuperStatementThe SuperStatement Review printed format Electronic format available

Newkirk originated the SuperStatement with the arrival of 401(k). The SuperStatement provides extensive account information, as well as three pages of full-color educational material in this eight-page statement.

Standard extract utilities from major recordkeeping software providers offer all necessary data to create the SuperStatement.

The SuperStatement is available in printed or electronic format directly from Newkirk.

View a Sample SuperStatement.

eStatementThe eStatement Electronic format available
Fact sheet icon Fact sheet available

Both the SmartStatement and SuperStatement are available in electronic format. Each offers low cost, fast delivery, and statement archiving.

Employer access to archived statements via the eWarehouse allows the plan sponsor’s HR and payroll personnel to respond promptly with cost-effective solutions to employee questions and requests.

Newkirk supplies the Internet tools participants need to sign up, and also provides (and updates) the e-mail address to which statement notices are delivered. Participants may also create their own user name and password.

Register to attend an online demonstration.

Visit www.newkirk.com/event/ to attend a hosted, online demonstration of Newkirk's Statement Products.

 

Click here to request more information on Newkirk’s Statement Products.
Or, contact us by phone at 800-525-4237.

 

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A comprehensive suite of income replacement (gap) analyses and reports.

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