Thank You!

We appreciate your interest in Plan Notice. For further details, please see the thinks below.

Resources

• Presentation Slides
• Service Agreement
• Example Video Notice
• SOC 2 Report

One-sheets

• Trackable Noticing
• Video Noticing
• Small Balance Rollout Process

Other

• The Plan Notice Communication Policy including the opinion letter from the Wager Law Firm
• Groom Law Firm Article on enforcement – DOL Continues Emphasis on Enforcement in 2021 - Groom Law Group
• DOL Best Practice – Missing Participants – Best Practices for Pension Plans (dol.gov)
• A memo from Bruce Ashton validating our process
• Our Fee Disclosure

After your review, let me know if you have any additional questions or would like any additional information.
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Thank You,
Michael Kirchsman
[email protected]
(504) 416-3158