Documents Tab – Vestwell Help Center

Find plan documents under the "Documents" tab. View and download the plans documents that will be categorized by:

• Plan Design: Retirement plan features and fees.
• Plan Notices: Notices related to investments and funds.

Plan Design

In the "Plan Design" section, you will find:

• Summary Plan Description
• Summary Annual Report
• Plan Highlights
• Fee Disclosures
• Corrections Policy
• Annual Notice

Program Notices

In the "Program Notice" section, you will find:

• Sub-Advisor ADV
• Qualified Default Investment Arrangement
• Market Commentary
• Investment Fiduciary
• Fund Notice Change

We hope this article is helpful to you. If you need additional assistance, please contact us at clientsuccess@vestwell.com.