In response to COVID-19, the Fund Office closed temporarily in mid-March while initializing its business continuity plan. 

Currently, the Fund Office is fully operational with some staff working in the office and some staff working remotely. We do not currently anticipate any service delays related to the COVID-19 pandemic at this time.

(updated 9.1.2020)

Documents

Document Name Description Category Type Download
401(k) Employer Guide Guide for employers in the 401k. 401K Guide
401(k) Plan Document Document detailing the specifics of the plan. 401K Plan Document
401(k) Trust Agreement 401K Plan Document
401k Investment Education Guide Guide for participants in enrolling and managing 401k investment options 401K Guide
401K QDIA Notice Qualified Default Investment Alternative 401K Notice
401k Summary Plan Description 401K Plan Document
Form 5500 401(k) Annual IRS return/report for Employee Benefit Plans 401K Notice
Summary Annual Reports 401(k) Yearly financial statements. 401K Notice

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Welcome to the Fund Office!