401k Prospectus Delivery

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Department of Labor Allows Summary Prospectus Delivery to ...

    https://www.ebglaw.com/news/department-of-labor-allows-summary-prospectus-delivery-to-401k-plan-participants/
    Sep 23, 2009 · Following the lead of the Securities Exchange Commission (SEC), the Department of Labor (DOL) confirmed (in Field Assistance Bulletin 2009-3, released September 8, 2009) that it will consider delivery of a Summary Prospectus that meets SEC requirements as also meeting DOL rules for delivery of investment prospectuses to plan participants.

prospectus delivery - 401(k) Plans - BenefitsLink Message ...

    https://benefitslink.com/boards/index.php?/topic/4655-prospectus-delivery/
    Apr 13, 2001 · The Regs for 404© say that a current prospectus must be furnished to a participant after he makes an ivestment in a fund. is it sufficient to give them to the Plan Administrator and have the participants get one from the Plan Administrator whent they make the investment? ... prospectus delivery Theme . Default (Default) Responsive .

Death to the Prospectus Requirement: The New 401(k ...

    http://www.401khelpcenter.com/pdf/Death_to_the_Prospectus_Requirement.pdf
    Death to the Prospectus Requirement! The New 401(k) Participant Disclosure Rules ... every mutual fund has a prospectus and Statement of Additional Information ... Death to the Prospectus Requirement! The New 401(k) Participant Disclosure Rules ...File Size: 818KB

Log In to Fidelity Investments

    https://edelivery.fidelity.com/ftgw/edelivery/action/edelivery
    For U.S. employees, your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN). If you use your SSN to log in, please create a personalized username for added security.

Prospectus & Shareholder Reports: Fidelity Investments

    https://fundresearch.fidelity.com/prospectus/funds-retail
    Electronic versions of each fund's prospectus, Statement of Additional Information and shareholder reports are available below. Most can be downloaded as PDFs. If you would like a copy of any of these documents mailed to you, please call 1-800-544-8544. ... Fidelity Investments Money Market Treasury Portfolio - Institutional Class: Summary (05 ...

DOL Approves 'Summary Prospectus' for 401(k) Fund Investors

    https://www.shrm.org/ResourcesAndTools/hr-topics/benefits/Pages/SummaryProspectus.aspx
    Sep 08, 2009 · DOL Approves 'Summary Prospectus' for 401(k) Fund Investors ... 2009, finding that a 401(k)-style defined contribution plan might satisfy the prospectus delivery requirements of …

Prospectus Definition - Investopedia

    https://www.investopedia.com/terms/p/prospectus.asp
    Prospectus: A prospectus is a formal legal document that is required by and filed with the Securities and Exchange Commission that provides details about an investment offering for sale to the ...

Department of Labor Allows Summary Prospectus Delivery to ...

    https://www.ebglaw.com/content/uploads/2014/06/31934_Client-Alert-Summary-Prospectus.pdf
    Department of Labor Allows Summary Prospectus Delivery to 401(k) Plan Participants by David D. Green and Gretchen Harders September 2009 Following the lead of the Securities Exchange Commission (SEC), the Department of Labor

Disclosure Requirements for Plans Subject to ... - Findlaw

    https://corporate.findlaw.com/corporate-governance/disclosure-requirements-for-plans-subject-to-erisa-and-sec-rules.html/
    Disclosure Requirements for Plans Subject to Erisa and Sec Rules. Find out more about this topic, read articles and blogs or research legal issues, cases, and codes on FindLaw.com.

What information does an employer have to give regarding a ...

    https://www.investopedia.com/ask/answers/100314/what-information-does-my-employer-have-give-me-regarding-my-401k-plan.asp
    Nov 01, 2019 · While a prospectus is not required, many 401(k) providers issue a prospectus of every fund offered in the plan. ... 401K. The Differences Between 401(k) and 403(b) Plans. 401K.Author: Investopedia Staff

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