Your Vestwell Saver Portal - Documents Section
Visit the 'Documents' section of your Saver Portal to view and download your plan documents and notices. Click on the icon to access this section.
On this page you will find:
- Recent plan statements
- A list of your Quarterly Participant Statements
- Plan Design Documents and Program Notices
- Investment comparison charts and investment comparisons
Recent Documents Section
In the recent documents section, view your recent reports and statements.
All Documents Section
Download and review your Quarterly Participant Statements. Filter through your statements by year.
Under the plan tab, you will find documents related to your plan design and features. Find documents like your plans' Plan Summary Description' and 'Fee Notices', among many others, under the Plan Design section. Find any investment-related notices in the Program Notices section. Learn more about plan documents and notices.
Investment Comparison Chart Tab
This page provides important information, including applicable fees and expenses, about the investment options available under your retirement plan so that you can make informed decisions about your investments. Select the 'Download' option on the upper right-hand of this tab. Find information such as:
- Important information Considerations regarding your investment journey in general
- Financial glossary of terms
- Age-based investment options
- Risk-based investment options
- Fund Lineup
- Your plan administrator's information
We hope this information is helpful, if you have any questions, please contact us at firstname.lastname@example.org