Documents Section

Visit the "Documents" section of your saver portal to view and download your plan documents and notices. Click on the This is an image od the documents icon icon to access this section. On this page, you will find:

  1. Recent personal and plan statements
  2. Quarterly participant statements
  3. Plan design documents and program notices
  4. Investment comparisons

F93E5C98-115C-47E8-812A-5AD05CFC62DC_1_201_a.jpeg

Recent Section

In the "Recent" documents section, you will see a preview of your recent reports and statements. Select View to see the full statement.

This is a screenshot of the recent documents section

All Documents Section

"Personal" Tab

From the "Personal" tab, you may download and review your Quarterly Participant Statement(s). Select the dropdown to easily navigate and filter through your statements by year.

This is a screenshot of the personal tab in the All documents section

"Plan" Tab

Under the "Plan" tab, you will find documents related to your plan design and features. Under the "Plan Design" section, find documents like your Plan Summary Description and Fee Notices, among many others. You can find any investment-related notices in the "Program Notices" section.

This is a screenshot of the plan tab in the All documents section

"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. You may also select Download on the upper right-hand of this tab.

Find information such as:

  • Important considerations regarding your investment journey
  • Financial glossary of terms 
  • Age-based investment options
  • Risk-based investment options
  • Fund Lineup
  • Your plan administrator's information
  • Disclosures

This is a screenshot of the investments tab comparison in the All documents section