Financial Advisors | Plan Consultants | Recordkeepers | Brokers | Administrators

Direct Mail & Omnichannel Communications for Retirement Plan Providers

Support plan sponsors and connect with participants with timely, compliant, and consistent communications, online or off.

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Simplify, Automate, and Reduce Workloads

Direct Mail, Omnichannel Communications, Compliance-Driven Mail for the Retirement Services Ecosystem

Providing a seamless, compliant, and personalized retirement communications experience is no easy feat. Doing so in a rapidly evolving regulatory and competitive landscape can be downright herculean.

And in a landscape where sponsor and participant expectations are higher than ever, it’s on you to deliver.

Sepire was built to help you simplify the complex and reduce the time, effort, risk, and frustration that goes into participant communications.

Powered by our proprietary CompliChain solution, we deliver a seamless omnichannel experience that helps you engage participants with relevant, timely and compliant communications.

So whether you’re in charge of strategic planning, retirement plan selection and design, compliance tracking or reporting, we’re here to help.

44

Percent of plan sponsors that want participant communications tailored to individual financial stages (Morgan Stanley).

62

78

Percent of plan participants seeking personalized investment advice for their 401(k) (Schwab)

Percent of Financial Businesses that make use of personalized offers in direct mail campaigns.

Who We Help

At Sepire, we built our business on helping organizations like yours create meaningful connections with retirement plan participants. Whatever your role in the retirement services ecosystem, we partner with you to deliver secure, accurate, and timely communications on time and on budget.

Financial Advisors

Omnichannel Communications for Financial Advisors

Recordkeepers

Communications for Retirement Plan Recordkeepers

Retirement Plan Consultants

Communications Solutions for Retirement Plan Consultants

Third-Party Administrators

Omnichannel Communications Third-Party Administrator

Brokers & More

Communications for Brokers and Money Management

How Sepire Makes Retirement Plan Provider Communications Easier

Those in the retirement services ecosystem face a never-ending stream of challenges in the way they manage plans, handle regulations, navigate the competitive landscape, and drive meaningful connections. Now more than ever, participants expect communications to be seamless, relevant, and actionable. And they expect you to make it happen.

From campaign planning to content creation, delivery, reporting, and refinement, we help retirement plan providers increase engagement and connect throughout the participant lifecycle.

  • Reduce turn times, eliminate bottlenecks, and free yourself from the monotonous and laborious process of connecting with your audience.

    By working with Sepire, organizations have saved millions in headcount, reduced lead times by weeks, and gained the flexibility they need to compete in an extremely challenging marketplace.

  • From labor costs to postage savings, CAPEX reductions to scalable and growth-friendly pricing, Sepire saves you money across the board.

  • Whether you need to send a few pieces, a few million, or a whole lot more, we’re ready to make it happen.

    By combining our arsenal of modern printers and inserters, advanced technology, and unique process, we can rise to the occasion to deliver high volumes with unmatched performance.

  • If it needs to get there, Sepire makes it happen. As a specialist in compliance-driven communications, our SLAs are sacrosanct and our guarantees are as good as gold.

    Our customer communications management framework and internal process allows us to promise—and deliver 100% accuracy and on-time delivery, ensuring your communications meet critical quality standards every time.

    So, whether you need a 12-hour turnaround or have a specific in-home date in mind, we’re ready to get the job done.

  • In an industry with a tech stack and product requirement as complex as yours, it pays to partner with an organization who understands how to connect the dots to deliver the exact message you need.

    At Sepire, our CompliChain solution is built to securely integrate with any of the communications tools you use today. From customer journey mapping tools to customer relationship management products, our secure API allows you to plan, segment, customize, and send on your terms.

  • Today, it pays to connect with customers on their terms. Often, this means that direct mail is only one part of the equation. Most financial services customers want documents available both online and off. And they don’t want any hiccups in the process. And Sepire can help.

    Powered by CompliChain, Sepire delivers a complete omnichannel customer communications management solution for organizations in the retirement services space.

    From end-to-end encryption across email and SMS to ePresentment allowing customers to securely access invoices, bills, and other documents, we’re a complete provider of CCM.

    And we’re happy to get you set up.

  • Protected information stays that way. Physical security,

  • Tame the template beast. Simplify workflows. And modernize your communications processes. Simply put, Sepire’s customer communications management platform was built to simplify the way you work.

    Tailored to your unique needs, our platform empowers you to achieve seamless and efficient communications so that you can reach the right person at the right time—every time.

    And the results speak for themselves. One client cut their template count from 600 to 15. Most measure turnaround time reduction in weeks. It’s just that simple.

Retirement Plan Communications—Delivered on Their Terms

Retirement plan communications is unique, highly regulated, and extremely personal. And whether the message you need to send is an ad hoc mailing or a massive annual job, we save you time, money, and headaches along the way. Whatever you send, however you send it, we have the people, processes, equipment, and technology to deliver. And here are just some of the things we can do.

Regulatory & Required Communications

Mandatory & Legally Bound Retirement Communications

  • Safe Harbor Notices

  • Qualified Default Investment Arrangement (QDIA) Notices

  • Automatic Contribution Arrangement (ACA) Notices

  • Summary Plan Descriptions (SPD)

  • Summary of Material Modifications (SMM)

  • Fee Disclosures (404(a)(5) Notices)

  • Participant Benefit Statements

  • Required Minimum Distribution (RMD) Notifications

  • Blackout Period Notices

  • Plan Termination Notifications

Plan Enrollment & Onboarding

Retirement Plan Onboarding Communications

  • Plan Enrollment & Welcome Kits

  • Automatic Enrollment Notices

  • Salary Deferral Election Forms

  • Beneficiary Designation Forms

  • Participant Guides

  • Plan Comparison Summaries (for onboarding or rollovers)

Plan Sponsor Communications

  • Plan Setup or Rollover Kits

  • Contribution Funding Requests or Confirmations

  • Compliance Testing Results and Recommendations

  • Plan Sponsor Reports (Participation, Deferrals, etc.)

Participant Engagement Communications

Retirement Plan Participant Engagement

  • Educational Materials on Contribution Options

  • Catch-Up Contribution Opportunities

  • Emergency Savings Account Information

  • Financial Wellness Campaigns

  • Plan Participation Reminders

Compliance & Plan Performance

Retirement Plan Reporting Communications Provider

  • Annual Plan Reviews

  • Contribution Limit Updates

  • Plan Amendment Notices

  • Annual Funding for DB Plans

Financial & Transactional Communications

Statements, Distributions Tax Document Printing and Omnichannel Communications

  • Statements (Quarterly/Annual)

  • Distribution Checks

  • Loan Repayment Reminders

  • Required Tax Documents (e.g., 1099-R, 5498)

SECURE 2.0 & Legislative Documents

SECURE 2.0 Mandated Communications

  • Student Loan Matching Contribution Disclosures

  • Emergency Savings Account Notices

  • Enhanced Catch-Up Contribution Reminders (for high earners)

  • Lost and Found Database Notifications

Plan Provider Guide to Communications under SECURE 2.0

SECURE 2.0 has changed and will continue to impact the way that Americans save for retirement, the way Plan Sponsors help—and the way you support both. How will retirement plan providers like you need to adapt to meet the evolving regulations, requirements, and increasing requests for clarification under the new law?

Our Certifications

HITRUST CSF Certified Printer

Financial Services organizations need to make the most of their communications both online and off. And Sepire can help.

Whether you’re looking to help connect in a world of overwhelming digital messaging or looking to use connected omnichannel communications to your advantage, our expertise in your unique space helps us help you.

So, whether you’re in the banking space, managing investments, advising clients, or providing necessary communications, we’re here for you.

Ready to get started? Drop us a line.

Let’s Talk

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