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MasteryPOINT/Newkirk can be your complete retirement
education solution.


At MasteryPOINT/Newkirk, we are dedicated to measurably changing how employees participate and understand their company sponsored retirement plan. We believe that participants should have ready access to their retirement-plan information and should take an active role in retirement planning. MasteryPOINT/Newkirk tools have been developed to:

Educate - For a retirement plan to be successful, participants must understand the world of retirement investing. MasteryPOINT/Newkirk's clear, concise, educational materials thoroughly explain the basic principles of successful investing.

Motivate - Employees must also visualize a need to participate in their retirement program. MasteryPOINT/Newkirk vividly illustrates participants' current financial situation and the actions they must take to save enough for retirement.

Demonstrate - Finally, participants must understand how to invest their money to meet their retirement goals. MasteryPOINT/Newkirk graphically show participants the optimal asset mixes that can make their retirement dreams a reality.

Measure - Finally, MasteryPOINT/Newkirk tools allow sponsors and providers to measure the effectiveness of their communication programs by tracking changes in contributions and investment allocation over time.