Outsource your Retirement Plan Notices

 Yes, we track all notices and ensure every participant is properly notified. We generate an exclusive, detailed report for plan sponsors that includes metrics such as click rates, delivery confirmations, and notices viewed or downloaded. This comprehensive reporting is fully compliant with Department of Labor requirements, providing clear documentation and peace of mind. 

 Our services include the preparation and delivery of essential retirement plan notices such as the Summary Plan Description (SPD), Summary of Material Modifications (SMM), Annual Fee Disclosure, Qualified Default Investment Alternative (QDIA) Notice, Automatic Enrollment Notice, Summary Annual Report (SAR), Blackout Notice, Plan Termination Notice, and Force-Out Notices. In addition, we offer eligibility tracking and delivery of enrollment packages as part of our comprehensive 360 Payroll Bridge Solution. We also support the creation and distribution of ad hoc notices as needed to ensure full compliance. 

 Plan Notice partners with organizations of all sizes and across all industries — from small startups to large, established corporations. 

 Upon identifying a missing participant, a comprehensive search is initiated utilizing advanced tracking technology to locate the individual. Furthermore, all missing participants are formally reported to the Department of Labor’s Retirement Savings Lost and Found database, ensuring full compliance with regulatory requirements and facilitating the reunification of participants with their retirement assets. 

 We go beyond traditional email and mail by using modern tools like text messages, QR codes, and smart technology to connect with your employees. By meeting participants where they are, we make it easier — and faster — for them to receive and act on important retirement plan information, boosting engagement and ensuring critical messages are never missed.