A news release said the affected services include Newkirk statements, enrollment materials, and online education.
“We’re also adding a number of new disclosure services,” noted Pete Newkirk, Newkirk’s President. “We’re already creating a separate communication that replicates the variable return sections of the DoL Model Comparative Chart on investment expenses. The same communication can incorporate plan administrative and individual expenses. And we’re creating a special Internet Web site that will contain a glossary of investment terms that can be referenced in our materials and accessed by plan participants.”