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Does the Plan allow Participants make investment decisions?
Does the Plan offer three or more investment options?
Do the Plan investment choices offer different risk diversification?
Does the Plan allow Participants to elect to transfer funds between core
investment options at least quarterly?
Does the Plan provide notification that it intends to comply with
Section 404(c) of ERISA and that the fiduciaries of the Plan, including
the Employer, the Trustee and the Administrator, will be relived
of any legal liability for any losses which are the direct and necessary
result of the investment directions that were given by the Participant?
Does the Plan provide a description of all charges and fees assed to Participant?
If Company Stock is an investment option, does the Plan provide a description of
procedures established to maintain confidentiality of purchase, sale and exercise of
voting, tender and other shareholder rights?
Is there a fiduciary on the plan to monitor the investment options?
Does the Plan allow Participants to give instructions on how to
invest their account with frequency?
Does the Plan allow Participants obtain information necessary
to make informed investment decisions?
Does the Plan provide a copy of the most recent prospectus given to the participant immediately before or after the Participants initial investment into a mutual fund?
Does the Plan give the Participants the option to receive written confirmation of their
Does the Plan offer a Qualified Default Investment Alternative (QDIA)?
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