How do I find my 401(k) plan disclosure?

Each provider posts their plan disclosure in a slightly different spot, but typically you can find it under a heading similar to “Plan Documents.” Some providers call the form an “annual disclosure document,” others a “participant fee disclosure” — or some variation of the two.

If you’re having trouble finding the document on your provider’s website, you can always give them a call and ask to be pointed in the right direction. Ask for the document that lists the investment options available to you in your plan and your plan’s fees.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request