Plan Notice Services

We appreciate your interest in our services. For further details, please find below the links to one-sheets describing each of our offerings.

• Trackable Noticing
• Video Noticing
• Small Balance Rollout Process

Other Resources

• Our Service Agreement
• The Plan Notice Communication Policy including the opinion letter from the Wager Law Firm
• Groom Law Firm Article on enforcement – DOL Continues Emphasis on Enforcement in 2021 - Groom Law Group
• DOL Best Practice – Missing Participants – Best Practices for Pension Plans (dol.gov)
• A memo from Bruce Ashton validating our process
• Our Fee Disclosure

After your review, let me know if you have any additional questions or would like any additional information.
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Thank You,
Michael Kirschman
michael@plannotice.com
(504) 416-3158