Fee Disclosure Documents

The Department of Labor regulations require employers to provide retirement plan participants and eligible employees with an annual disclosure that includes general plan information, investment information, and a summary of fees and expenses. We have included the following disclosures and notices in order to comply with this regulation.
 

• 403(b) Participant Fee Disclosure
• 403(b) Automatic Deferral Notice
• 403(b) Qualified Default Investment Alternative (QDIA) Notice
• 403(b) Universal Availability & Code 415 Required Aggregation Notice
• 401(k) Participant Fee Disclosure
• 401(k) Automatic Deferral Notice
• 401(k) Qualified Default Investment Alternative (QDIA) Notice

_{A 1287312 (11/2023)}