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SPD: Summary Plan Description

A summary of the significant provisions of your plan. The Plan Document contains the complete and legal provisions of your plan.

SPD: Resumen de Descripcion del Plan

Resumen de las significantes provisiones de su plan. Estos documentos contienen una completa y legal provision de su plan.

Annual Notice

QDIA Default Investment Notice and/or Auto Enrollment Notice or Safe Harbor Notice

SAR: Summary Annual Report

Narrative report of the plan's Form 5500, the annual report.

Annual Notice Supplement

Used to supplement information in the annual notice document.

Annual Investment Update 408(b)(2)

Describes the investment choices in the plan

Fee Disclosure 404(a)(5)

Detailed disclosure of plan level fees, expenses and services provided in connection with your retirement plan.

QDIA Notice

Detailed notice of default investment funds in which your contributions will be invested, if you do not make specific investment direction.

Investment Change Notice

Notice of change made to the investment fund lineup

Email Consent

Notice of consent to be contacted over email.

Disaster Relief Interim Amendment

Amendment regarding use of retirement funds for federally declared disasters.

Annual IRS Retirement Plan Limits

The limit on how much money a person can contribute in a year.

Form ADV Part 2

Disclosure of the financial adviser’s business practices, fees, conflicts of interest, and disciplinary information.

Managed Advice

Details the availability, description, and terms of the Managed Advice advisory service that provides participants with recommendations about their retirement plan.