Sharon D. Posted June 17, 2020 Posted June 17, 2020 I'm back in the retirement plan field after many years of being out of it. Can anyone give me an idea of what materials or firms provide good participant education materials? I'm looking for both printed and possibly video delivery. In the past, there used to be a company called Newkirk where you could order customized materials from but they appear to be out of business. The firm I'm with has been preparing materials in house and they appear outdated and unprofessional. Any ideas would be greatly appreciated.
Pam Shoup Posted June 17, 2020 Posted June 17, 2020 Newkirk was sold to DST, who then got sold to SS&C. You may also want to try Broadridge/Forefield. Pamela L. Shoup CEBS, RPA, QKA
Sharon D. Posted June 19, 2020 Author Posted June 19, 2020 Thank you Pam! I appreciate the info and have the contact info for the new company. I'm excited to see what they can offer.
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