My Documents
| Document Name | Effective Date | End Date | Activity Status | Package | |
|---|---|---|---|---|---|
Account Activity Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Account Activity Report | |
Trust and Loan Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Trust and Loan Report | |
Participant Statements Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Participant Statements | |
Allocation Summary Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Allocation Summary | |
Cash and Investment Disclosure Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Cash and Investment Disclosure | |
Cover Letter Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Cover Letter | |
Distribution and Forfeiture Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Distribution and Forfeiture Report | |
Employee Status Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Employee Status Report | |
Future Forfeiture Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Future Forfeiture Report | |
Future Distributions Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Future Distributions Report | |
Required Distributions Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Required Distributions Report | |
Shareholders Report Allocation | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Shareholders Report | |
Compliance Tests Report Compliance | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Compliance Tests Report | |
DOL Fiduciary Rule Letter New List 1 Compliance | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | DOL Fiduciary Rule Letter | |
| 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Independent Fiduciary and Platform Provider Disclosure | ||
| 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | ESOP Plan Summary | ||
Privacy Notice Plan | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Privacy Notice | |
| 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Disclosure Statement 408(b)(2) Change | ||
Service and Expense Agreement Service and Expense | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Service and Expense Agreement | |
Service Change Confirmation Service and Expense | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Service Change Confirmation | |
Summary Annual Report Participant Notices | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Summary Annual Report | |
Annual Security Access Review Contacts | 01/01/2024 | 12/31/2024 | Sent for Review/Signature Review only | 12/31/2024 | Annual Security Access Review |
Allocation Reports
View your Reports for the last five allocation periods.
Additional Links
Other Resources
Department of Labor Guidelines for Summary Plan Descriptions
- Your Summary Plan Descriptions may be available in our Online Document Application
- View Department of Labor Guidelines for distribution of the Summary Plan Descriptions to your participants
Participant Notice Distribution Assistance
The links below provide information about participant notice distribution and an optional mailing service.