Northstar Chemical, Inc. Northstar Chemical, Inc. Retirement Plan Investment Comparative Chart As Of 09/30/2017
|
|
|
- Claribel Grant
- 5 years ago
- Views:
Transcription
1 This document includes important information to help you compare the investment options under your retirement plan. If you want additional information about your investment options, you can go to the specific Internet Web site address shown below or you can contact Employee Fiduciary Participant Services at (877) (option 3). 9 a.m. to 6 p.m. ET. Monday through Friday (excluding market holidays). A free paper copy of the information available on the Web sites can be obtained by contacting your plan administrator. Please visit < for a glossary of investment terms relevant to the investment options under this plan. This glossary is intended to help you better understand your options. Performance Information The table below shows how plan investment alternatives have performed over time and allows you to compare them with an appropriate benchmark for the same time periods. Past performance does not guarantee how the investment option will perform in the future. Your investment in these options could lose money. Information about an option's principal risks is available on the Web site(s). Diversified Emerging Mkts DFA Emerging Mrkt Core Eq. (DFCEX) Foreign Large Value DFA International Value (DFIVX) Foreign Small/Mid Value DFA Int Small Cap Value (DISVX) Intermediate-Term Bond Vanguard Interm-Term Bd Idx Adm (VBILX) Large Value DFA US Large Cap Value I (DFLVX) Mid-Cap Blend DFA U.S. Vector Equity (DFVEX) Money Market Vanguard Prime Money Market (VMMXX) Short-Term Bond Vanguard Short-Term Bond Idx Adm (VBIRX) Small Blend Average Annual Total Return as of 09/30/2017 1yr. 5yr. 10yr. Inception 1yr. Benchmark Returns 5yr. 10yr N/A N/A Inception * Morningstar Emerging Markets GR USD N/A N/A Morningstar Global Markets ex-us GR USD N/A N/A Morningstar Global Markets ex-us GR USD Morningstar US Core Bond TR USD Morningstar US Large Value TR USD Morningstar US Mid Value TR USD Morningstar Cash TR USD Morningstar US Short-Term Core Bond TR U
2 DFA US Small Cap (DFSTX) Specialty-Real Estate DFA International Real Estate (DFITX) DFA US Real Estate Securities (DFREX) Average Annual Total Return as of 09/30/2017 1yr. 5yr. 10yr. Inception 1yr. Benchmark Returns 5yr. 10yr Morningstar US Small Cap TR USD N/A Inception * Morningstar US Real Estate Sector PR USD N/A Morningstar US Real Estate Sector PR USD * Performance data is since inception date of the fund, if fewer than 10 years of performance is available
3 Fee and Expense Information The table below shows fee and expense information for plan investment alternatives. Shareholder Type Fees shown below are in addition to Total Annual Operating Expenses. Total Annual Operating Expenses As a % Per $1000 Diversified Emerging Mkts DFA Emerging Mrkt Core Eq. 0.53% $5.30 Foreign Large Value DFA International Value 0.63% $6.30 Foreign Small/Mid Value DFA Int Small Cap Value 0.68% $6.80 Intermediate-Term Bond Vanguard Interm-Term Bd Idx Adm 0.07% $0.70 Large Value DFA US Large Cap Value I 0.37% $3.70 Mid-Cap Blend DFA U.S. Vector Equity 0.32% $3.20 Money Market Vanguard Prime Money Market 0.16% $1.60 Short-Term Bond Vanguard Short-Term Bond Idx Adm 0.07% $0.70 Small Blend DFA US Small Cap 0.37% $3.70 Specialty-Real Estate DFA International Real Estate 0.28% $2.80 DFA US Real Estate Securities 0.19% $1.90 Shareholder Type Fees The cumulative effect of fees and expenses can substantially reduce the growth of your retirement savings. Visit the Department of Labor's Web site for an example showing the long-term effect of fees and expenses at Fees and expenses are only one of many factors to consider when you decide to invest in an option. You may also want to think about whether an investment in a particular option, along with your other investments, will help you achieve your financial goals.
4 Investment Restrictions In addition to any restrictions imposed by the plan, the following restrictions are imposed by the plan investment alternative. DFA Emerging Mrkt Core Eq. DFA Int Small Cap Value DFA International Real Estate DFA International Value DFA U.S. Vector Equity
5 DFA US Large Cap Value I DFA US Real Estate Securities DFA US Small Cap
Performance Monitoring Report
Performance Monitoring Report Third Quarter 2018 ABC Company 401(k) and Profit Sharing Plan (Demo Only) An Index Fund Advisors, Inc. Quarterly Fiduciary Report on the Performance of Peer Groups and Their
Performance Monitoring Report
Performance Monitoring Report First Quarter 2014 An Index Fund Advisors, Inc. Quarterly Fiduciary Report on the Performance of Peer Groups and their Comprised Funds. ABC Company 401(k) and Profit Sharing
... Overview Resource B Variable Annuity Investment Options
Overview Document Summary This document includes important information that may help you compare the different investment options (if available) under your retirement plan. For additional information about
Alliance Coal, LLC and Affiliates Profit Sharing and Savings. Annual Participant Fee Disclosure Statement - August 2018
0.00 0.00 Annual Participant Fee Disclosure Statement - August 2018 About Your Plan You may direct the investment of your account balance The ( Plan ) is a participant directed plan and certain Plan related
RCN Cable Retirement Savings Plan Plan Code: RCNG-001 Product Name: Lincoln Alliance program
RCN Cable Retirement Savings Plan Plan Code: RCNG-001 Product Name: Lincoln Alliance program The purpose of this document is to provide you with important information regarding the RCN Cable Retirement
... Overview Group Variable Annuity Investment Options
Overview Document Summary This document includes important information that may help you compare the different investment options (if available) under your retirement plan. For additional information about
Dear Participant: Please refer to Part IV of the attached document for information on who to call with questions.
Dear Participant: You are receiving the attached notification as the result of a regulation passed by the Department of Labor (DOL) in October 2010. This participant fee disclosure regulation, referred
CWA SAVINGS & RETIREMENT TRUST (THE "PLAN") IMPORTANT NOTICE
CWA SAVINGS & RETIREMENT TRUST (THE "PLAN") IMPORTANT NOTICE March 2017 Plan and Investment-Related Information Including Investment Option Performance History, Fees and Expenses The following information
Models - Asset Allocation The current model asset allocation is shown below.
s - Asset Allocation The current model asset allocation is shown below. NestEggs Growth Portfolio NestEggs Balanced NestEggs Conservative Equity Large Blend DFA US Large Company I (DFUSX) 1. 1. 1. Fixed
Part 2: Fee and Expense Information Table 3 Table 3 shows fees associated with your fixed annuity product.
Overview Document Summary This document includes important information that may help you compare the different investment options (if available) under your retirement plan. For additional information about
Part 2: Fee and Expense Information Table 3 Table 3 shows fees associated with your fixed annuity product.
Overview Document Summary This document includes important information that may help you compare the different investment options (if available) under your retirement plan. For additional information about
Nesco Service Co. 401(k) Savings Plan Annual Statement of Disclosures For Plan Year Ending 2016
Annual Statement of Disclosures For Plan Year Ending 2016 General Plan Information How to Direct your Investments You may decide how to invest your entire account among the available investment options.
North Carolina Supplemental Retirement Plans. Performance Review First Quarter 2017
North Carolina Supplemental Retirement Plans Performance Review First Quarter 2017 Asset Allocation Summary Current Asset Allocation As of March 31, 2017 Prior Period Asset Allocation As of December 31,
10/25/ Dear Participant:
Dear Participant: You are receiving the attached notification as the result of a regulation passed by the Department of Labor (DOL) in October 2010. The regulation requires this disclosure to be made on
Highlights & Fund Information
Plan Highlights & Fund Information Acrisure, LLC Reinventing Retirement PLAN HIGHLIGHTS ACRISURE 401(K) SAVINGS PLAN EMPLOYEE ELIGIBILITY ENTRY DATES Employees must be age 21 and have completed 30 days
PARTICIPANT FEE DISCLOSURE STATEMENT Amerisafe, Inc. 401(k) Plan ("Plan") November 30, 2015
PARTICIPANT FEE DISCLOSURE STATEMENT Amerisafe, Inc. 401(k) Plan ("Plan") November 30, 2015 This Disclosure Statement is provided by your employer to explain the costs associated with participating in
Performance Monitoring Report
Performance Monitoring Report Second Quarter 2018 Sample Client PMR An Index Fund Advisors, Inc. Quarterly Fiduciary Report on the Performance of Peer Groups and Their Comprised Funds. Summary # Fund Name
ACE USA Employee Retirement Savings Plans
ACE USA Employee Retirement Savings Plans Annual Fee Disclosure Statement Important Information About Your Investment Options, Fees, and Other Expenses as of June 2014 ACE USA Employee Retirement 401(k)
Special Notice and Plan Overview
Special Notice and Plan Overview Community Unit School District 403(b) Retirement Savings Plan This Special Notice and Overview is provided as a quick reference to certain key provisions of the retirement
plan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET CREF Money Market R2 0.28% 0.49% 0.44% 0.06% 0.00% 0.00% 0.00% 0.79% 0.33% 0.20% 0.22% Vanguard Federal Money Market 0.42% 0.75% 0.81% 0.30% 0.04% 0.01% 0.02% 1.26%
Important information about your investment options, fees, and other expenses for the Aon Savings Plan annual fee disclosure statement
Important information about your investment options, fees, and other expenses for the Aon Savings Plan annual fee disclosure statement The Aon Savings Plan (the Plan ) is a great way to build savings for
Joint Plumbing Industry Board Plumbers Local Union No.1 Trust Funds
Joint Plumbing Industry Board Plumbers Local Union No.1 Trust Funds Welfare Fund Trade Education Fund Additional Security Benefit Fund 401(k) Savings Plan Michael Apuzzo, Co-Chairman - Labor Walter Saraceni,
plan investment review performance summary
CASH AND EQUIVALENTS - MONEY MARKET Vanguard Federal Money Market Investor 0.54% 1.78% 0.81% 0.30% 0.04% 0.01% 0.02% 1.78% 0.96% 0.59% 0.34% ICE BofA ML US Treasury Bill 3 Mon USD 0.56% 1.87% 0.86% 0.33%
457 Deferred Compensation Plan
457 Deferred Compensation Plan Third Quarter Plan Executive Summary October 31, Kristin Finney-Cooke, CAIA Senior Consultant Kristen Jackson, CFA Senior Analyst Metropolitan St. Louis Sewer District Deferred
Dimensional Fund Advisors: DC Services
Fund Advisors: DC Services April 11, 2017 Austin Rosenthal, Regional Director This information is provided for registered investment advisors and institutional investors and is not intended for public
Plan and Investment Notice
Plan and Investment Notice DEPAUL UNIVERSITY 403(B) RETIREMENT PLAN Your participation in your employer's retirement plan is the first step to ensuring adequate retirement income. The purpose of this Plan
Liberty Mutual 401(k) Plan Annual Fee Disclosure Statement
Liberty Mutual 401(k) Plan Annual Fee Disclosure Statement Important information about Your Options, Fees and Other Expenses The Liberty Mutual 401(k) Plan (the Plan ) is a great way to build savings for
Dear Participant: Please refer to Part IV of the attached document for information on who to call with questions.
Dear Participant: You are receiving the attached notification as the result of a regulation passed by the Department of Labor (DOL) in October 2010. This participant fee disclosure regulation, referred
Your guide to upcoming changes to your 401(k) Plan Farm Credit Foundations Defined Contribution/401(k) Plan
Your guide to upcoming changes to your 401(k) Plan Farm Credit Foundations Defined Contribution/401(k) Plan John Hancock Retirement Plan Services, LLC and Farm Credit Foundations are not affiliated and
3 Years Annualized. Annualized Years Annualized. 3 Years. Annualized
Equity Pool As of 12/31/2017 Equity Pool & Blended Benchmark YTD Equity Pool TR 22.73 5.89 22.73 Equity Benchmark 22.77 6.05 22.77 Equity Pool Holdings & Benchmarks YTD 10.51 10.53 13.60 6.63 13.81 7.21
Plan: Massachusetts Mutual Life Insurance Company Agent Pension Plan Account Number: Subscription: MassMutual Created: 07/25/2018
Participant@Fees@Disclosure@Statement Plan: Massachusetts Mutual Life Insurance Company Agent Pension Plan Account Number: 2409-1-1 Subscription: MassMutual Created: 07/25/2018 You are a participant or
Performance Monitoring Report
Performance Monitoring Report Fourth Quarter 2018 Petroleum Equipment Construction 401(k) Plan An Index Fund Advisors, Inc. Quarterly Fiduciary Report on the Performance of Peer Groups and Their Comprised
THE SAVINGS PLAN OF SAUDI ARABIAN OIL COMPANY Plan Number Plan Information as of 05/24/2017
THE SAVINGS PLAN OF SAUDI ARABIAN OIL COMPANY Plan Number 091353 Plan Information as of 05/24/2017 This legally required notice includes important information about the investment options under your retirement
Gannon University Defined Contribution Plans
Gannon University Defined Contribution Plans Mapping Recommendations February 4, 2014 Presented by Tom Coughlin (412) 394-3294 Introduction The Pension Protection Act established mapping guidelines for
PHILLIPS 66 SAVINGS PLAN Plan Number Plan Information as of 08/11/2012
PHILLIPS 66 SAVINGS PLAN Plan Number 099066 Plan Information as of 08/11/2012 This notice includes important information to help you compare the investment options under your retirement plan. If you want
DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN Plan Number Plan Information as of 03/26/2015
DUKE UNIVERSITY FACULTY AND STAFF RETIREMENT PLAN Plan Number 091156 Plan Information as of 03/26/2015 This legally required notice includes important information to help you compare the investment options
Qualified Default Investment Alternative
D E S E R E T M U T U A L R E T I R E M E N T P L U S P L A N : Qualified Default Investment Alternative Because you will become a participant in the Deseret Mutual Retirement PLUS Plan on July 1, 2015,
Plan: State of Iowa 403(b) Plan Account Number: Subscription: State of Iowa Created: 02/01/2018
Participant@Fees@Disclosure@Statement Plan: State of Iowa 403(b) Plan Account Number: 62069-3-1 Subscription: State of Iowa Created: 02/01/2018 You are a participant or beneficiary in an individual account
Target 401(k): Information About Your Investment Options, Fees, and Other Expenses
April 2017 NO ACTION IS REQUIRED Target 401(k): Information About Your Options, Fees, and Other Expenses As required by federal regulations, each year Target sends this notice with information about your
Summary Plan Disclosure Notice. Plan Information as of 11/27/2018. Jamestown College (ND) 403(b) Plan
Summary Plan Disclosure Notice Plan Information as of 11/27/2018 Jamestown College (ND) 403(b) Plan Notice Summary Federal regulation requires that your retirement Plan Sponsor provide you with specific
PINAL GILA COMMUNITY CHILD SERVICES, INC. October 19, 2018 Notice of Changes
PINAL GILA COMMUNITY CHILD SERVICES, INC. October 19, 2018 Notice of Changes The summary below highlights the recent changes to the PINAL GILA COMMUNITY CHILD SERVICES, INC. plan. Complete details on these
DePaul University 403(b) Retirement Plan
Required Disclosure Information DePaul University 403(b) Retirement Plan Participant Disclosure Notice IMPORTANT PLAN AND INVESTMENT-RELATED INFORMATION FOR PLAN ACCOUNTS ESTABLISHED WITH FIDELITY This
TEL FAX cookstreetconsulting.com
TEL 303.333.7770 1.800.318.7770 FAX 303.333.7771 cookstreetconsulting.com Contents 1 Market Review 2 Plan Overview 3 Investment Due Diligence Appendix Appendix 3 1 Market Review 5 Q2 2017 Economic Review
DePaul University 403(b) Retirement Plan
Required Disclosure Information DePaul University 403(b) Retirement Plan Participant Disclosure Notice IMPORTANT PLAN AND INVESTMENT-RELATED INFORMATION FOR PLAN ACCOUNTS ESTABLISHED WITH FIDELITY This
Plan: Iowa RIC 457 Employee Contribution Plan Account Number: Subscription: State of Iowa Created: 04/07/2018
Participant@Fees@Disclosure@Statement Plan: Iowa RIC 457 Employee Contribution Plan Account Number: 62069-1-1 Subscription: State of Iowa Created: 04/07/2018 You are a participant or beneficiary in an
Annual Participant Fee Disclosure
Annual Participant Fee Disclosure For Currently Available and Legacy Investment Options CENTERSTONE OF AMERICA, INC. CENTERSTONE OF AMERICA, INC. 403(B) RETIREMENT PLAN This disclosure contains important
Supplemental Income 401(k) Plan
Supplemental Income 401(k) Plan This document contains important information concerning our retirement plan. The first section provides you with information about the plan in general, including any expenses
Dear Participant: Please refer to Part IV of the attached document for information on who to call with questions.
Dear Participant: You are receiving the attached notification as the result of a regulation passed by the Department of Labor (DOL) in October 2010. This participant fee disclosure regulation, referred
Supplemental Income 401(k) Plan
Supplemental Income 401(k) Plan This document contains important information concerning our retirement plan. The first section provides you with information about the plan in general, including any expenses
Subscription: Diocese of Worcester Created: 06/16/2018
Participant(Fees(Disclosure(Statement Plan: Roman Catholic Bishop of Worcester 403(b) Plan Subscription: Diocese of Worcester Created: 06/16/2018 Account Number:61183-1-1 You are a participant or beneficiary
PERFORMANCE Funded by a Group Variable Funding Agreement
PERFORMANCE PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Total return includes capital appreciation (depreciation), realized gains (losses), plus dividend or interest income. The investment return
Important Information about Your Investment Options, Fees, and Other Expenses for the CNA 401(k) Plus Plan 2018 Annual Fee Disclosure Statement
Important Information about Your Investment Options, Fees, and Other for the CNA 401(k) Plus Plan 2018 Fee Disclosure Statement The CNA 401(k) Plus Plan, the Plan, is a great way to build savings for your
See the following page for important information about your plan investments.
This notice contains important information about changes to the MMC 401(k) Savings and Retirement Plan. Please review it carefully. If you have any questions about the changes to the plan, the plan s investments,
Benchmarking Analysis
Benchmarking Analysis Prepared for: XYZ Corp Plan Name: XYZ Corp 401k Plan Month Ending: November 30, 2016 Prepared By: George Washington AAA Wealth Management, Inc. 1600 Pennsylvania Ave NW Washington,
Participant Fee Disclosure and Investment Option Information May 31, 2014 EQUI-VEST Series 201
Participant Fee Disclosure and Investment Option Information May 31, 2014 EQUI-VEST Series 201 This document includes important information to help you compare the investment options under your retirement
BCF SOLUTIONS 401(K) PLAN ERISA 404 Retirement Plan and Investment Information
BCF SOLUTIONS 401(K) PLAN ERISA 404 Retirement Plan and Investment Information 10/18/2016 Contract/Plan ID Number 4-57827 This document uses these defined words and phrases: Plan means BCF SOLUTIONS 401(K)
Annual Participant Fee Disclosure
Annual Participant Fee Disclosure For Currently Available and Legacy Investment Options ROGER WILLIAMS UNIVERSITY ROGER WILLIAMS UNIVERSITY RETIREMENT PLAN This disclosure contains important information
fi360 Tools: The fi360 Fiduciary Score Methodology for Mutual Funds and Exchange-Traded Funds Updated July 13, 2009
fi360 Tools: The fi360 Fiduciary Score Methodology for Mutual Funds and Exchange-Traded Funds Updated July 13, 2009 What is the fi360 Fiduciary Score? 2 Peer Groups and Share Classes 2 Calculating the
Nationwide Fiduciary Series SM Important Disclosures
Nationwide Fiduciary Series SM Important Disclosures For more information about the available underlying investment options, including all charges and expenses, please consult the respective fund prospectus.
CONOCOPHILLIPS SAVINGS PLAN Plan Number Plan Information as of 05/30/2018
CONOCOPHILLIPS SAVINGS PLAN Plan Number 092538 Plan Information as of 05/30/2018 This legally required notice includes important information about the investment options under your retirement plan. You
Synergy Services 401(k) Plan 2012 Disclosure & Comparative Chart for Retirement Plan Participants
Synergy Services 401(k) Plan 2012 Disclosure & Comparative Chart for Retirement Plan Participants All individuals who have the right to direct investments in an employer-sponsored retirement plan are being
WHEREAS, at its meeting on December 14, 2017, the Board adopted a strategy and a manager for the NC TIPS Fund;
SUPPLEMENTAL RETIREMENT PLAN OF NORTH CAROLINA WHEREAS, the North Carolina Department of State Treasurer and the Supplemental Retirement Board of Trustees (the Board ) administer the Supplemental Retirement
Dear Participant: Please refer to Part IV of the attached document for information on who to call with questions.
Dear Participant: You are receiving the attached notification as the result of a regulation passed by the Department of Labor (DOL) in October 2010. This participant fee disclosure regulation, referred
An important notice about your retirement plan and the new benefits coming to you.
An important notice about your retirement plan and the new benefits coming to you. You re receiving this letter because you currently participate in one of these three plans: the NDO America, Inc. 401(k)
Plan website: What s Inside. 1. About Fees and Expenses
Fee Disclosure Statement Important Information About Your Options,, and Other Expenses for the Packaging Corporation of America Retirement Savings Plan for Salaried Employees Effective 03/01/2018 The Packaging
Dimensional Fund Advisors
Dimensional Fund Advisors Putting Financial Science to Work for You Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment
ERISA 404 retirement plan and investment information
BCF SOLUTIONS 401(K) PLAN Contract/Plan ID Number: 4-57827 ERISA 404 retirement plan and investment information 07/17/2017 This document uses these defined words and phrases: Plan means BCF SOLUTIONS 401(K)
ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL DC RETIREMENT PLAN
Quarterly Investment Update ST. JUDE'S CHILDREN'S RESEARCH HOSPITAL DC RETIREMENT PLAN Investment Performance as of 12/31/2018 The performance data quoted represents past performance, and is no guarantee
ADA Members Retirement Program Participant Fee Disclosure and Investment Option Information
ADA Members Retirement Program Participant Fee Disclosure and Investment Option Information Our retirement plan is part of the ADA Members Retirement Program which has, for over 45 years, assisted dental
Plan: Chiquita/Fresh Express Savings and Investment Plan Account Number: Subscription: Fresh Express Incorporated Created: 06/09/2018
Plan: Chiquita/Fresh Express Savings and Investment Plan Account Number: 62354-1-2 Subscription: Fresh Express Incorporated Created: 06/09/2018 You are a participant or beneficiary in an individual account
Dimensional Fund Advisors Putting Financial Science to Work for You
Dimensional Fund Advisors Putting Financial Science to Work for You Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment
Investment Option Performance and Applicable Fees and Charges For the Period Ending October 31, 2013 THE PERFORMANCE DATA SHOWN REPRESENTS PAST PERFOR
THE PERFORMANCE DATA SHOWN REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. T he investment return a nd principal value of an investment may fluctuate so that when shares/units are redeemed
Investment Option Performance
Investment Option Performance Data as of: 8/1/2018 The investment funds in this Investment Option Performance Report reflect the investment options currently offered under your plan. MassMutual has not
Dimensional Fund Advisors
Dimensional Fund Advisors Putting Financial Science to Work for You Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission. Consider the investment
XXXX EMPLOYEE SAVINGS INVESTMENT PLAN Plan Number Plan Information as of - 05/16/2014
XXXX EMPLOYEE SAVINGS INVESTMENT PLAN Plan Number 099999 Plan Information as of - 05/16/2014 This legally required notice includes important information to help you compare the investment options under
Annual Participant Fee Disclosure
Annual Participant Fee Disclosure For Currently Available and Legacy Investment Options THE MOSES H. CONE MEMORIAL HOSPITAL OPERATING CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN OF MOSES CONE HEALTH
Participant Fee Disclosure
Participant Fee Disclosure From The Union Central Life Insurance Company August 14, 2012 OZARK MOTOR LINES INC 401K PLAN PO BOX 181077 MEMPHIS, TN 38181-1077 776841 08/14/2012 Services and Fees Disclosure
Pipe Trades Services of Minnesota Pension Supplement Plan
Pipe Trades Services of Minnesota Pension Supplement Plan Member Support Services for Pipe Trades Services of Minnesota Pension Supplement Plan PlanAhead for Retirement Regardless of your plans and goals,
Pacific Mutual Door Company Partnership 401k Profit Sharing Plan
Pacific Mutual Door Company Partnership 401k Profit Sharing Plan 1 Plan Highlights 3 Plan Highlights 4 Plan Highlights 5 Plan Highlights 6 Plan Highlights 7 Plan Highlights 8 1.866.909.5148 3400 College
Annual Fee Disclosure Statement Important Information About Your Investment Options, Fees, and Other Expenses for the Ricoh USA, Inc.
Fee Disclosure Statement Important Information About Your Investment Options, Fees, and Other Expenses for the Ricoh USA, Inc. RSP The Ricoh USA, Inc. Retirement Savings Plan (the RSP or Plan ) is a great
Your 401(k) plan proposal
Your 401(k) plan proposal Vanguard Retirement Plan Access Prepared in partnership with your financial professional and third-party administrator Vanguard Retirement Plan Date: A proposal for: May 5, 2017
December 31, 2012, year-to-date statement
View your statements online at vanguard.com. Samuel J. Castaneda, Investment Associate: 800-567-5163, Ext. 27635 Changes coming to your 2012 tax forms Starting this tax season, Form 1099-B includes cost
Morningstar MPS Income Range. Monthly Factsheets. For Professional Clients only
? Morningstar MPS Income Range Monthly Factsheets For Professional Clients only Morningstar Investment Management Europe Limited 1 Oliver s Yard, 55-71 City Road, London EC1Y 1HQ Tel: +44 (0) 20 3107 2930
Contact Us en español gatesretirement.com. Fee and Investment Notice. Dear Plan Participant,
Fee and Investment Notice Contact Us 800-401-5866 en español 1-877-905-2553 gatesretirement.com Dear Plan Participant, Saving for retirement is an important key to a secure future, whether you plan to
Create a plan for the retirement you want.
Create a plan for the retirement you want. The MassMutual Thrift Plan may be the best way to work toward your personal retirement goals. But saving for retirement can be both challenging and complicated,
FIDUCIARY MONITORING REPORT
SAMPLE # FIDUCIARY MONITORING REPORT SAMPLE PLAN Ending MM/DD/YYYY 2353 Alexandria Drive, Suite 100 Lexington, KY 40504 866.680.7000 859.296.0880 fax Table of Contents 3 A Message from Our Founder 4 tes
Annual Participant Fee Disclosure
Annual Participant Fee Disclosure For Currently Available and Legacy Investment Options CITY OF FOSTER CITY THE CITY OF FOSTER CITY/ESTERO MUNICIPAL IMPROVEMENT DISTRICT 401(A) PLAN CITY OF FOSTER CITY
Investing with UMB HSA Saver
Investing with UMB HSA Saver Invest Your Way Invest Simply Invest from Anywhere Invest in Real Benefits Invest with Confidence Description Investment Purchase Investment Purchase Dividend Reinvestment
The BMW Store 401(k) Retirement Plan
Required Disclosure Information The BMW Store 401(k) Retirement Plan Participant Disclosure Notice IMPORTANT PLAN AND INVESTMENT- RELATED INFORMATION Produced on September 11, 2017. This Participant Disclosure
COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN Plan Number
COLUMBIA UNIVERSITY VOLUNTARY RETIREMENT SAVINGS PLAN Plan Number 096141 Regulations require that Plan sponsors provide retirement plan participants with notices regarding your Plan features. This notice
At Vulcan Materials Company ( Vulcan ), we are committed to seeking out total reward solutions that Leader of the Year.
Your 401(k) plan is taking a bold new path Your account is moving to Empower Retirement effective September 19, 2018 When it comes to saving, CRUSH IT! Empower named Retirement At Vulcan Materials Company
Plan and Investment Notice
Plan and Investment Notice COLUMBIA COLLEGE 403(B) DC PLAN January 17, 2016 Your participation in your employer's retirement plan is the first step to ensuring adequate retirement income. The purpose of
Meritage Capital, LLC
Meritage Capital, LLC Date: August 18, 2014 To: All Employees and Participants of the Meritage Capital, LLC 401(k) Profit Sharing Plan From: Meritage Capital, LLC NOTICE OF BLACKOUT PERIOD This Notice
PLEXUS CORP. PLEXUS CORP. 401(K) SAVINGS PLAN
PLEXUS CORP. PLEXUS CORP. 401(K) SAVINGS PLAN June 30, 2010 This document constitutes part of a prospectus covering securities that have been registered under the Securities Act of 1933. You have received
401(k) Advantage, LLC 401(k) Plan Disclosure & Comparative Chart for Retirement Plan Participants
401(k) Advantage, LLC 401(k) Plan Disclosure & Comparative Chart for Retirement Plan Participants All individuals who have the right to direct investments in an employer-sponsored retirement plan are being
Source: Morningstar, Inc., IFA, ifabt.com IFA Index Portfolios are shown net of 90 bps advisory fees. See the attached disclosures or ifabt.
Source: Morningstar, Inc., IFA, ifabt.com IFA Index Portfolios are shown net of 90 bps advisory fees. See the attached disclosures or ifabt.com for more details on the construction and historical data
RR DONNELLEY SAVINGS PLAN
RR DONNELLEY SAVINGS PLAN Annual Fee Disclosure Statement as of May 2, 2016 Important Information About Your Investment Options, Fees, and Other Expenses for the RR Donnelley Savings Plan This document
A Disciplined Management Strategy for Investment & Portfolio Development. Presented By Retirees in Search of Tranquility Committee February 15, 2005
A Disciplined Management Strategy for Investment & Portfolio Development Presented By Retirees in Search of Tranquility Committee February 15, 2005 1 Committee Members Faisal A. Kaud, Chair Diane devos
Morningstar MPS Multi-Asset Real Return Range. Monthly Factsheets. For Financial Advisers and their Clients using Morningstar's Managed Portfolios
? Morningstar MPS Multi-Asset Real Return Range Monthly Factsheets For Financial Advisers and their Clients using Morningstar's Managed Portfolios Morningstar Investment Management Europe Limited 1 Oliver
FEE DISCLOSURE 404(a)(5) STATEMENT
FEE DISCLOSURE 404(a)(5) STATEMENT MEDICAL SOLUTIONS, L.L.C. CASE NUMBER: 253-80545 Dear Plan Participant, You are receiving this disclosure because you are a participant or beneficiary in your company's