As a plan sponsor, you have access to several key plan documents that outline the details and administration of your retirement plan, including:
- Plan Highlights – A summary of key features and benefits
- Adoption Agreement – Specifies employer-selected plan options
- Base Plan Document – Includes comprehensive legal provisions
- Summary Plan Description – Explains plan details in an easy-to-understand format for participants
- Annual Notice – Provides required yearly updates on plan changes and options
- QDIA & Fee Disclosures – Details the Qualified Default Investment Alternative and a breakdown of all plan fees
- 408(b)(2) Disclosure – Outlines service provider compensation and potential conflicts of interest
- Investment Policy Statement – Establishes guidelines for selecting, monitoring, and evaluating plan investments
These and other important documents help define eligibility requirements, contribution limits, vesting schedules, investment options, distribution policies, and administrative procedures for your retirement plan.
You can find these in the Documents section of your Plan Sponsor Dashboard.
- Navigate to Resources > Documents in the Plan Sponsor Dashboard
If your plan documents are not available in the Documents section, you can:
- Email plansupport@betterment.com.
- Contact your dedicated representative.
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