SPD: Summary Plan Description
A summary of the significant provisions of your plan. The Plan Document contains the complete and legal provisions of your plan.
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SPD Supplement
Used to supplement information in the SPD document.
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SMM: Summary of Material Modification
The Summary of Material Modifications is a description of plan changes that have been made by the Plan Sponsor. It serves as an amendment to the SPD.
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Annual Notice
QDIA Default Investment Notice and/or Auto Enrollment Notice or Safe Harbor Notice
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SAR: Summary Annual Report
Narrative report of the plan's Form 5500, the annual report.
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Annual Notice Supplement
Used to supplement information in the annual notice document.
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Blackout Notice
Information on the period of time in which your plan will be in blackout and you will be unable to direct or diversify your investments or obtain a distribution from the plan.
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TAG Supplemental Fee Disclosure 404(a)(5)
Detailed disclosure of pooled plan provider fees, audit fees, and services related to your retirement plan.
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Annual Investment Update 408(b)(2)
Describes the investment choices in the plan
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Fee Disclosure 404(a)(5)
Detailed disclosure of plan level fees, expenses and services provided in connection with your retirement plan.
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QDIA Notice
Detailed notice of default investment funds in which your contributions will be invested, if you do not make specific investment direction.
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Investment Change Notice
Notice of change made to the investment fund lineup
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Annual IRS Retirement Plan Limits
The limit on how much money a person can contribute in a year.
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