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Annual Notices
Click the below links to access the notices and disclosures required for the plans.
Transition from American Trust to Principal - Required Notices
GreenState Fund Mapping Notice
401(k)
2022-0101 - SMM Service
2021-1006 - 2020 Summary Annual Report (SAR)
2021-0903 - SMM Trustee
CARES Act Provisions
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
SPD Outline
457
Notice of Transition to Principal
QDIA Notice
Participant Fee Disclosure - 2021
2017-0724 - Fund Change Notification
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