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NewRiver Microsites
Automated publishing of branded retirement plan portals for every employer
- Meets growing participant expectations for online access to retirement plan details
- Increases profitability by promoting online enrollment and shortening time-to-assets
- Reduces dependence on expensive printed materials
Overview
As retirement plan providers offer more features and a wider selection of funds, the challenge of publishing to the Web detailed content for each employer can become daunting. With NewRiver MicrositesSM, we've automated the process of publishing plan-specific details to the Web - including branding each site for the employer or institution.
In the past year alone, NewRiver has implemented thousands of custom microsites for one of the industry's largest plan providers. NewRiver Microsites can be configured to support a wide range of content, data, and functionality, depending on client needs. NewRiver combines innovation, flexibility, automation, and speed to make NewRiver Microsites a powerful yet low-cost Web-communications solution.
NewRiver Microsites provide a custom-branded solution with plan-specific information to enhance the investor experience and facilitate the path to online enrollment.
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Who's It For?
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Retirement Plan Providers |
Allows retirement plan providers to choose our standard site plan or specify their own to present a wide range of plan details and education materials for each employer and plan. Fund data and compliance services provide all the fact sheets, performance summaries, and the latest compliance documents needed to describe the investment choices for each plan.
By adding NewRiver's Intelligent Delivery Services® to the mix, retirement plan providers can distribute prospectuses, supplements, and semi-annual and annual reports in print and electronically to cost-effectively meet 404(c) "safe harbor" compliance requirement for investor document delivery.
And, by combining NewRiver Microsites with EnrollCompleteSM, retirement plan providers can consolidate all print and Web participant communications on a single publishing platform, with a central database of content rules and plan data.
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Third-Party Administrators (TPAs) |
Enables TPAs to offer their clients the ability to provide detailed retirement portals to each of their sponsors. |
Coverage
- All U.S. open-end mutual funds
- All U.S. exchange-traded funds (ETFs)
- 529 college savings plans
- Variable annuity subaccounts
- Variable life and variable universal life subaccounts
Key Features
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Real Websites, Not Just PDFs |
- Drive Eligible Plan Participants to the Web - NewRiver Microsites are true custom websites with context-sensitive navigation and dynamic content that can help draw prospective participants to the Web, where they can easily get to your secure site for online enrollment. Save on printed materials, compliance, and on paper-enrollment processing expense.
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Compliance Management |
- Built-In Compliance Documents - All microsite pages with fund information contain links to online prospectuses, thereby making you 404(c)-compliant from the start for investor document delivery.
- Daily EDGAR Updates - NewRiver's patented process technology incorporates the latest SEC filings from EDGAR each day, ensuring timely and accurate information.
- Web-Based Fund Management - Self-service fund and disclosure management tools help clients administer the master fund list, the custom disclaimer language, and associated display rules for all communications.
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Automation |
- Automated Publisher Generates New Sites On Demand - Navigation, plan details, and all fund-related content are managed centrally and published from one data source.
- Flexible Content Formats - Fund information is available in HTML and PDF.
- Scalability - NewRiver Microsites easily accommodate new funds and publish new sites on demand from a convenient Web interface.
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| Custom Content |
- Plan-Specific Data - Plan overviews, details, investment options, and educational content for every plan are driven by simple data entry.
- Branded By Institution - NewRiver Microsites incorporate employer logos dynamically.
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| Implementation Support |
- Flexible Systems Architecture - A data-driven XML solution, the NewRiver Microsites architecture is extremely flexible and adapts to most client needs.
- Quality Customer Service - After implementation, NewRiver's Customer Support and Customer Care programs provide technical support and assistance to ensure ongoing, responsive customer service.
- Secure Publishing Interface - User access to the publishing interface is managed by a role-specific login system with workflow controls and procedures.
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