The Challenge

Plan providers need cost-efficient, compliant communication tools that attract and retain transitioning plan participants.

In today’s uncertain economy, investors are experiencing career transitions more than during any other period in recent history. To keep relationships, as well as retain and increase assets, you must send a clear message that engages and incites plan participants to take action.

Our Solution

Merrill’s effective transition communications anticipate the needs of individual plan participants and convert them in a manner that reduces costs and increases efficiencies.

Merrill delivers the backend solution for automated, customized transition and rollover communications. Four decades of expertise, coupled with a deep understanding of the regulatory environment and seamless integration of customized print and fulfillment processes, ensure plan participants receive the information they need on time and within compliance. The result: more plan participants staying loyal to you.

The Proof

Merrill Corporation delivers required communications to plan sponsors and participants in a cost-effective manner.

Our technology-enabled production platform – combined with operational expertise and years of handling the complexities of regulated industries – provides retirement plan sponsors a strategic partner with a demonstrated record of data management and compliance adherence.

More than one dozen of the nation’s leading financial services firms benefit from our experts who bring a wide range of experience from all areas of the industry to deliver new technologies, marketing strategies and tactics, and innovative solutions.

Merrill’s Transition & Rollover Solutions can be deployed as a stand-alone component or as part of Merrill’s Retirement Solutions suite of services for the entire retirement continuum.