As you know, you must notify plan participants, eligible employees, and nonemployees with account balances of the investment changes and expenses in writing 30-90 days prior to the effective date of the change. Depending on the change, you'll need to send the participant investment change notice and possibly other notices.
To help you with this administrative task, we can mail the applicable notices for you. We'll assemble, print, and mail them directly to the impacted individuals. It's one less task for you to handle and less compliance risk for you to worry about.
Cost is $2.00 per mailing package, with a $40.00 minimum order.
You can elect the service on the plan website under Plan Info > Notice Delivery Service. The election must be made within 24 hours of the investment change being approved and the template notices have been provided to you for review. The election will continue to be in effect unless you cancel.
Vanguard Retirement Plan Access™ Quarterly
