Simplify Your Retirement Plan Administration
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Automated Participant Notice Fulfillment & Tracking
Retirement plan compliance doesn’t have to be complicated. TRA, in partnership with Plan Notice, make retirement plan compliance simple by automating participant communications, tracking delivery, and offering multilingual video summaries. Their solution streamlines notice fulfillment, reduces administrative workload, and ensures audit-ready documentation—so you can stay compliant and focused on your priorities.
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10/08/25 - Complimentary Webinar - Simplify 401(k) Compliance: Smarter Plan Notice Distribution
Wednesday, October 08, 2025 – 1:00 PM – 1:30 PM CST
Join us for an exclusive webinar to discover a smarter way to manage your 401(k) plan notices.
Tired of tracking deadlines, mailing notices, and worrying about compliance?
PlanNotice.com—powered by our trusted industry partner—takes the complexity out of plan notice distribution.In this session, you’ll learn how the service can:
• Automate compliance with IRS/DOL notice requirements
• Reduce fiduciary risk with audit-ready proof of distribution
• Provide a secure, searchable notice archive
• Save time and streamline administrationDon’t miss this opportunity to see how Plan Notice can simplify your plan administration.
In the event you are not able to attend, we strongly encourage you to register anyway, as you’ll then be looped in on the follow-up emails that will contain a link to the recording, a copy of the presentation, and other supporting material.
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What Plan Notice Can Do for You
- Automated Delivery & Tracking: Send participant notices via email, SMS, or mail—with full tracking and documentation.
- Engaging Video Summaries: Convert complex notices into multilingual videos for better participant understanding.
- New Hire Communications: Automatically notify newly eligible employees with compliant, documented messages.
- Support for Missing Participants: Locate and reach participants who may have outdated or missing contact information.
- Audit-Ready Compliance: Maintain peace of mind with thorough records and indemnification from audit risks
Why It Matters
- Reduce administrative burden
- Ensure compliance
- Improve participant engagement
- Full tracking and audit protection
Why Choose Plan Notice?
- Proven Expertise – Experienced in keeping employers compliant and efficient.
- Automated Compliance – Required notices sent and tracked, reducing risk.
- Participant-Focused – Multilingual support, videos, and outreach simplify complex info.
- Audit-Ready – Every notice documented for peace of mind.
- Full-Service Support – From eligibility to missing participants, we’ve got it covered.
