Using our Plan Data Quality Report Card and Reunification Program as the backbone and through our customizable approach, we have been able to assist our clients with many sensitive projects where a response is needed from their participants for a variety of reasons. These projects take advantage of the expertise of MarketSphere’s team in driving over a 70% response rate for the actions requested by the plan for occasions such as:

• Missing participants search & outreach for 401(k), pension, and defined benefit plans.
• Soliciting Required Minimum Distribution applications.
• Notifying participants of their Age of Commencement.
• De-risking plans of small accounts.
• Managing Eligibility Questionnaires and documenting the results.
• Management of the Annual Funding Notice.