Plan Provided Data
Rollouts
We manage rollouts using participant data supplied by the plan sponsor or recordkeeper, streamlining compliance and minimizing admin tasks.
Whats Included :
Data supplied directly by plan sponsor or recordkeeper
We manage notifications and rollouts
Full compliance tracking
Reduces admin workload
$10.00
/ Participant Notice
Data Retrieval
Rollouts
We retrieve participant data directly from the recordkeeper, handling the rollout process to ensure compliance with minimal effort from your team.
Whats Included :
We securely retrieve data from the recordkeeper website
Handle entire notification and rollout process
Full compliance tracking
Minimizes internal team involvement
$15.00
/ Participant Notice
