Sample notices can be customized for your plan

As a plan sponsor, you’re responsible for notifying your employees and participants about important plan details, such as default investments, safe harbor plan provisions, automatic enrollment and blackout periods. Keeping track of all the different notification requirements can be challenging.

Use our samples as templates

To help you, we have created sample notices that you can customize with your plan details. The sample notices are easy to edit and save as Microsoft® Word documents. The places where you need to make changes are clearly marked.
 

For example, you’ll see where to add your company name, specific dates and contact information. The samples show you where to select appropriate text based on your plan’s features and operational procedures. 

Footnotes/Important information:

* Not a required notice.

†  Notices will be customized for you by Capital Group. Exceptions may apply.

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Learn more about how to deliver this information electronically    

Read our guide to the rules around sending participant disclosures by email.

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Use our notice delivery service

Have us create and deliver your plan notices automatically, or submit your notices for us to mail to participants.

For more information

Contact your Retirement Plan Coordinator to find out more about using these sample notices.

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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