Welcome to our online source for accessing your retirement plan enrollment materials and associated regulatory documents.
Your Online Portal to viewing and printing Retirement Plan Documents
For Mutual Fund Groups Only
Welcome to our online source for accessing retirement plan enrollment materials and associated regulatory documents. To access the details of your retirement plan, simply enter your Plan ID in the Login field shown to the right and click “Go.” You can get your Plan ID code in your enrollment book, by contacting your human resources department or by checking the upper right-hand corner of your quarterly statement.
On the next screen, note the column to the left called “Quick Links.” Here you can link to, and print, a variety of documents specific to your retirement plan. Under “Funds,” you can access the following for every fund available in your plan.
Fund fact sheet
Prospectus
Annual report
Semi-annual report
Under “Forms,” you can print forms for everything from enrollment forms to distribution requests — all at your convenience.