LANDO Posted November 10, 2015 Posted November 10, 2015 We are looking for a a participant notice preparation and fulfillment solution; ACA, QDIA, Safe Harbor, Participant Fee Disclosure. Currently our document system (ASCi - DGEMS) creates safe harbor notices, we use Newkirk for our participant fee disclosure notices, we generate ACA and QDIA notices internally, and then where a sponsor wants fulfillment services we contract with a local vendor. Yikes, that's a lot of moving parts! We have looked at Broadridge and Newkirk's combined notice and fulfillment solutions, and they appear to be viable, but I am wondering what others are doing, and if there are other vendors out there with combined notice and fulfillment services available? What's your experience, and how has it worked out?
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