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Targeted Communications SmartSingles SmartSingles are personalized, data-driven communications for qualified plan participants. Each full-color statement is targeted to the recipient including illustrations and projections generated from specific participant account data. Choose from eight participant stages: |
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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 Single can be included in enrollment materials and distributed as a self-mailer to satisfy the DOL annual notification requirement. View and print an Order Form |
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Demonstrates the difference between anticipated retirement plan savings and the amount of replacement income recommended by financial planners. |
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Welcomes newly eligible employees to the plan, and encourages them to receive additional plan information online. A cost-effective replacement of more elaborate and costly enrollment materials. |
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A self-mailer and reply vehicle in one! Designed for immediate participant action by simply indicating deduction percentage, signing and dropping in the mail. |
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Encourage low-level deferrers to increase contribution rates. |
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This communication explains the importance of Asset Allocation in the management of a participant's retirement account. Provides comparisons between the participant's current allocations and recommended models. |
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Highlights the many advantages of keeping money in a participant's current plan or rolling over their funds into an IRA. |
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Coming soon. |
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Online editing capability allows for insertion of Plan detail elements to further add to the personal nature of these communications. Newkirk's SmartSingles offer participant profiling and Return on Investment analysis for results measurement. |
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Click
here to request more information on Newkirk’s SmartSingles.
Or, contact Newkirk by phone at 518-862-3226. |
