Plan Notices and Fiduciary Information

Plan documents and notices

• IRS Sample Stock Diversification Notice (PDF)
• Sample Notices (EACA, QACA, ACA,QDIA, Safe Harbor)
   

Plan fiduciary information

• A fiduciary's investment educational guide (PDF)
• ERISA 3(16) Fiduciary – Plan Administrator (PDF)
• Maximizing benefits and attracting and retaining valued employees (PDF)
• Participant guide to understanding fee disclosure (PDF)
• Sample 404(c) Compliance Checklist (PDF)
• Voya^® Fiduciary Checklist (PDF)