Notice Requirements

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Form/Notice	Due Date
Summary Plan Description	Within 90 days of becoming eligible
Salary Deferral Form	Completed on date of eligibility and as needed coinciding with terms of the plan.
Beneficiary Form	Completed on date of eligibility and as needed
Safe Harbor Notice	Initial Notice – No later than the eligibility date and no earlier than 90 days prior for newly eligible employees. Annual Notice – 30 – 90 days prior to the start of the Plan Year
Qualified Default Investment Alternative Notice (QDIA)	Initial Notice – 30 days prior to becoming eligible Annual Notice – 30 days prior to the start of the plan year
Qualified Automatic Contribution Arrangement (QACA) or Eligible Automatic Contribution Arrangement (EACA) Notice	Initial Notice – No later than the eligibility date and no earlier than 90 days prior for newly eligible employees. Annual Notice – 30 – 90 days prior to the start of the Plan Year
Participant Annual Fee Disclosure	On or before the date the participant can begin to direct their investments and once annual thereafter. Participant Fee Disclosure Glossary
Participant Quarterly Fee Disclosure	Within 45 days of each quarter end
Participant Statements (meets PPA requirements)	Participant Directed – within 45 days of each quarter end Trustee Directed – At least annually, due by date Form 5500 is filed (including extensions)
Summary Annual Report	2 months after the Form 5500 filing deadline (extensions included)