Documents Tab

Find plan documents under the 'Documents' tab. View and download the plans documents that will be categorized by:

  • Plan Design: Retirement plan features and fees.
  • Plan Notices: Notices related to investments and funds.


Plan Design 

In the Plan Design section, you will find:

  • Summary Plan Description
  • Summary Annual Report
  • Plan Highlights
  • Fee Disclosures
  • Corrections Policy
  • Annual Notice

Program Notices

In the Program Notice section, you will find:

  • Sub-Advisor ADV 
  • Qualified Default Investment Arrangement
  • Market Commentary
  • Investment Fiduciary
  • Fund Notice Change


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