Included in the link below you will find important quarterly information regarding your retirement Plan investments. Please review the attached report carefully as one or more of the funds in your Plan has changed.
The report attached to this email contains the following:
404(a)(5) Disclosure: – A notice of the fund change(s) that are being made to the Plan’s fund lineup along with details of the new replacement fund(s). This disclosure is supplemental to the full scope fee disclosure that was initially distributed. In accordance with ERISA Section 404(c) and 404(a) (5), this is a required written notice of forthcoming fund changes 30 days prior to the actual fund change date.
Fund Lineup– The updated list of the Plan recommended funds.
Newsletter: A topical article related to retirement education, which is intended to be general in nature and should not be construed as investment or legal advice. The newsletter includes a standardized performance report for the Plan core funds through the end of the quarter.
We expect that these quarterly updates will help you towards managing your overall retirement portfolio. Our dedicated Investment and Operations staff are highly committed to fulfill the Plan’s Investment Fiduciary services. Please contact your plan Advisor should you have any questions.
IRON Fiduciary, an offering by Creative Planning, LLC – 3(38) Team