Outreach · Partner Sample

The Credit(k) Mailer

A blue self-mailer whose exterior band is personalized to each sponsor's own estimated credits, generated automatically from the 204,113-plan Form 5500 dataset. The band is the device: a CFO sees their company name and a real dollar figure before they ever open it.

Illustrative sample · data shown is fictitious
SAMPLE
Credit(k)creditk.ai
PRSRT STD
U.S. POSTAGE
PAID
CREDIT(K) LLC
Estimated unclaimed SECURE 2.0 retirement-plan credits
Cascade Dental Group, PLLC
$41,500est.
Across 3 credits · recoverable for tax years 2022 through 2026 · calculated from your public Form 5500 filing
Karen M. Whitfield
Cascade Dental Group, PLLC
4820 196th St SW, Suite 200
Lynnwood, WA 98036
Most small employers never claim these. Your plan-by-plan breakdown is inside.
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Front exterior, 9" × 6" self-mailer. The white band and address block are the only personalized zones; everything else is fixed brand.

01

Every variable is real data

Nothing on the band is written by hand. Each personalized element maps to a column in the plan dataset, so the same template prints 204,113 different mailers without a designer touching one.

Recipient
Karen M. Whitfield
SIGNER_NAME
Company
Cascade Dental Group, PLLC
SPONSOR_NAME
Mailing address
4820 196th St SW, Lynnwood WA
SPONSOR_ADDRESS · CITY · ZIP
Estimated credit
$41,500
credit engine · EMPLOYER_CONTRIB
Credit count
3 credits
CREDIT_COUNT
Recoverable window
2022 – 2026
EFF_YEAR · remaining-year flags
02

Two touches per sponsor

The same record that prints the mailer also drives a matched email, so each target gets hit on paper and in the inbox. That is the doubling-up: one dataset, two channels, one consistent number.

Mail + matched email

Sponsor name and firm are run through the Hunter.io API to append a verified business email, giving every printed mailer a digital twin. Direct mail earns trust and the email drives the click to creditk.ai.

Mailer drops+Hunter.io email matchcreditk.ai

What lands when they open it

Inside: the same dollar figure broken down by credit and year, the no-risk structure, and the path to a signature-ready package.

Held in escrow 100% money-back Not a CPA firm — your CPA files Full 5-year window
Credit(k) outreach mailer · partner sample · figures and recipient are illustrative
Personalized at scale from DOL Form 5500 filings · Credit(k) LLC is a credit calculation and form preparation service, not a CPA firm or tax preparer · SECURE 2.0 Act of 2022, IRC §45E, §45T, §45AA