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GreenState

Employee Benefits

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    Annual Notices

    Click the below links to access the notices and disclosures required for the plans.

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    Transition from American Trust to Principal - Required Notices

    Sarbanes Oxley Notice

    GreenState Fund Mapping Notice

    Safe Harbor Notice

    QDIA Notice

    404 Notice

    Automatic Contribution Notice

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    401(k)

    2020-0114 - Fund Change Notification

    2020-1110 - Safe Harbor/Auto Enrollment Notification, 2021

    2019-0513 - SMM Notice - Disability Claims

    2019-0523 - SMM Elapsed Time

    2020-0210 - SMM Service, Distribution, Loans

    Participant Fee Disclosure 2021

    QDIA Notice

    Summary Annual Notice

    SPD Outline

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    QDIA Notice

    Participant Fee Disclosure - 2021

    2017-0724 - Fund Change Notification