We Can Help // Introducing Our Mailing Notices Service

As a plan sponsor, you’re responsible for mailing required notices each year to plan participants. That means getting language, determining current and former employees to receive the message, printing and mailing on time. Failure to get these messages out or to demonstrate a good process can be costly if the DOL or IRS inquires. Let us take the effort and risk off your shoulders.

Here’s a quick look at our Mailing Notices Service:

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We perform up to 3 mailings per year.

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Mailings are sent to every participant in the plan.

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Each mailing may be up to 3 double-sided pages.

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You or your recordkeeper provides us employee, participant and address information.

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In the event mail is returned as undeliverable, we contact you for more up-to-date info.

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