The documents listed below can provide valuable insights into your plan's goals, needs and history. Having access to them makes it easier to understand how we can be most productive as the plan's financial professionals. Please e-mail us a copy of the documents we have outlined to graciogarcia@bulfinchgroup.com.
Summary Plan Description
Most recent fee disclosure statement 408(b)(2)
Current investment lineup including assets per investments
Third party billable fees (if working with a Third Party Administrator)
Minutes from last Investment Committee meeting
Annual plan valuation