The 8½” x 11″ document is available quarterly and includes participant-specific messaging designed to encourage greater participation, better asset allocation, and effective planning, according to a company press release. Participants can also choose to receive the document electronically, with the added features of interactive learning tools and more detailed statement information, the news release said.
An accompanying Web site provides participants with information and assistance through the Internet. Participants can access archived versions of SmartStatement on the site.
SmartStatement can also incorporate personal messaging, which focuses on one specific retirement or financial-planning concern each quarter. The topic is chosen for each participant based on data from the recordkeeping system.
To request a sample or for more information, contact Newkirk at 518-862-3221 or firstname.lastname@example.org .