Important Papers and your 401k Plan

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What paperwork should my employer give me regarding my 401k Plan?

Important Papers and your 401k Plan

By law, your employer must give you your 401k Plan's Summary Plan Description. You are also entitled to receive the Annual Return/Report for Employee Benefit Plans (Form 5500, Form 5500C, or Form 5500R). You also have a legal right to request any information regarding the basis of the 401k Plan. If you are receiving employee stocks, then you are required to receive paperwork documenting the stocks as well.



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