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What am I supposed to give a new employee regarding the retirement plan?

Please provide new employee with two items: 

  1. Retirement Plan Education Kit - This Kit includes retirement planning education, information on how to log in and enroll, and also includes all of the legally required plan notices.
  2. Summary Plan Description (SPD) - The SPD is a summary of the plan document and is required by law to be provided to eligible employees.

Both of these items are available electronically for download on the Plan Sponsor Website in the Statements, Forms & Reports section.