Newkirk Introduces Plan Communications Offering
Newkirk announced the availability of a plan communications solution designed both to lower provider costs and to satisfy more demanding notice and educational requirements.
SmartBook allows users to choose from a menu of components, including those typically found in enrollment kits (plan highlights, fund data sheets, and forms), as well as those found in conversion communications (blackout dates and investment mapping), according to a press release. In addition, SmartBook includes sections that address all facets of fee disclosure (investment, administrative, and individual).
“SmartBook basically enables providers to ‘roll their own’ from a communication perspective. Users can create a simple enrollment package or a simple conversion communication. Or they can create more sophisticated combinations, tailored to meet the specific needs of different plan sponsors,” Newkirk President Peter Newkirk said.
Parties interested in a demonstration of SmartBook capabilities can sign up at www.newkirk.com/smartbook. Printed samples of various SmartBook combinations are also available and may be secured by calling 800-525-4237.