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
We hope this article is helpful to you. If you need additional assistance, please contact us a clientsuccess@vestwell.com.