Defined Contribution Participant Communications
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- QDRO Administrative Procedures
- Model Language QDRO
- Automatic Enrollment & QDIA Notice
(2022) - Taft-Hartley Account Register Flyer
(February 2023) - Deadline to Take Actions Related to Plan Benefits
(April 2021) - December Open Enrollment Notice and Opt-In Form
(November 2020) - Stay Invested in Bear Markets
(March 2020) - Self-Directed Brokerage Account
(September 2019) - Important Benefit Plan Change Information
(February 2019) - 401(k), QDIA, and Safe Harbor
(November 2018) - Manning & Napier Fund Change Notice
(September 2018) - Think Again - Stay In Your Retirement Plan When You Retire
(May 2018) - 401(k) Opt-In Election Form
- 401(k) Opt-Out Election Form
- Lump Sum Distribution Tax Consequences
(February 2017) - Web Site and Benefit Inquiry Site Overview
(July 2012)