TO ENSURE A HIGHER DEGREE OF SUCCESS, PLEASE OBTAIN THE FOLLOWING: 

1. Prior year’s Form 5500 

2. Prior year’s 408(b)(2) and 404(a)(5) Disclosure notices 

3. Current plan document and amendments 

4. Last quarter’s plan level statement: including fund names, fund balances, Ticker Symbol/CUSIP 

Submit Proposal by clicking below or call 800- 224-401K (800-224-4015).