Enrollment Processing

Fiduciary Peach of MindTM

A Retirement Plan Outsourcing Service

Enrollment is a time-consuming process you must perform for newly hired employees. Fiduciary Peace of Mind means that we determine what needs to be issued to someone about to become eligible for the plan and we mail all the necessary communications to the employee on your behalf.

Timeline for Mailing

50 DAYS

prior to entry date

Determine who is likely to enter the plan on the entry date

45 DAYS

prior to entry date

Ensure all enrollment material is up to date

40 DAYS

prior to entry date

Send enrollment kits to commercial printer for mailing

38 DAYS

prior to entry date

Work through any problem addresses identified by commercial printer

35 DAYS

prior to entry date

Commercial printer mails enrollment kits

Timeline for Emailing

50 DAYS

prior to entry date

Determine who is likely to enter the plan on the entry date

45 DAYS

prior to entry date

Ensure all enrollment material is up to date

35 DAYS

prior to entry date

Email enrollment kits

As an ERISA 3(16) Plan Administrator, Fiduciary Outsourcing is here to reduce the administrative effortresource burden and risk of liability of your retirement plan. We implement customized outsourcing options to fit your needs so that you can rest easy knowing your plan is compliant with rules and regulations.