The Department of Labor requires that retirement plan administrators and sponsors distribute an annual fee disclosure document to all plan participants, terminated employees with account balances, eligible nonparticipating employees and beneficiaries (and alternate payees) with account balances.
To help you comply with this requirement, we provide a participant fee disclosure document that includes details about the plan's features and expenses, as well as investment descriptions, results, fees and expenses and benchmark comparisons. The document is updated quarterly and is customized for your plan.
View your participant fee disclosure document
To download an electronic copy of the fee disclosure document for your plan:
For delivery instructions, please refer to the Fee Disclosure Information section.
Participants also have access to the fee disclosure document online.
Please note that, as a plan fiduciary, it is your responsibility to monitor plan fees to ensure they are reasonable, verify the accuracy of your disclosure document and request updates as necessary.
For more information about your plan's participant fee disclosure document, call (800) 421-6019.