Smarter Notice Delivery©

Smarter Notice Delivery©

On Time. Verified. Compliant.

Smarter Notice Delivery© takes the burden off plan sponsors by handling the preparation, delivery, and documentation of all required
notices (such as Safe Harbor, QDIA, and SARs). Notices are delivered on time, to the right participants, with full tracking, with audit-ready proof, and delivered in a fully DOL compliant process.

Why Employers Choose Smarter Notice Delivery© Instead Of Using Their Recordkeeper:

  • Hands-Off for Plan Sponsors: We handle everything. There is no more printing, mailing, or tracking notices yourself.
  • Delivery You Can Trust: We go beyond basic email or mail delivery. If an email bounces or a physical address is outdated, we proactively reissue notices using alternate contact methods or follow-up steps to ensure delivery.
  • Compliance You Can Prove: Includes delivery tracking, detailed recordkeeping, and audit-ready documentation.
  • Indemnification: You receive indemnification if a compliance failure occurs due to notice delivery—something recordkeepers typically don’t offer.

Pricing:

 

  • $12/Participant/Year
  • $5/New Hire Packet (When applicable)
  • $95 Participant/$200 Beneficiary Location Search (When applicable)

 

Can be charged to Participant Accounts or paid by the plan sponsor (must be paid one quarter ahead).

How Setup Works:

Plan Sponsor signs a form granting additional recordkeeper access and we take it from there!

Ready to Eliminate Notice Hassles?

Let Smarter Notice Delivery© simplify your compliance process. Contact Benefits² Administrators today to ensure your notices are sent, tracked, and backed, allowing you to move forward with confidence.

Our other Additional Services

Smarter Census Sync©

Smarter Census Sync

Automate Your Data. Eliminate Year-End Hassles.

 

Limited 3(16) Services

We Sign the 5500 and Distributions—You Stay Focused on Your Business.

Full 3(16) Services

We Handle the Details So You Don’t Have To.

Holiday
Hours

Our offices will be closed December 24-26 and January 1. 
We wish you and yours a warm and safe holiday season, Benefits² Administrators