New Customer Announcement – Retirement Plan Communication
August – 2011
Synthesis Technology, in collaboration with Merrill Corporation, has been selected to provide advanced communication solutions supporting the operations groups for a major retirement plan provider. Synthesis FlightPath™ technology (aka MerrillDPA) will provide the backbone of a solution set that will support a wide variety of materials including, retirement plan proposals, enrollment kits and plan sponsor/member communication pieces such as 404(a) notifications. This solution will encompass large scale data aggregation, publishing, document hosting and print and fulfillment services in support of the clients 35,000+ retirement plans. For more information contact us via: [email protected].
From the Blog:Measure Twice, Cut Once: Effective Tailored Shareholder Report Design
From the Blog:Tailored Shareholder Reports: Automation, Business Rules, and Simplicity
From the Blog:The New Tailored Shareholder Rule – What '40 Act Funds Need to Know