Legal Documents

Legal Document	Purpose
Summary Plan Description Basic Plan Matching Plan SRA Plan	A point-by-point description of the plan rules.
Fee Disclosures Basic Plan Matching Plan SRA Plan	A breakdown of the fees associated with the retirement plans.
Summary Annual Report Basic Plan Matching Plan SRA Plan	Annual report summarizing a retirement plan's financial activities.

Legal Document

Purpose

Summary Plan Description

Basic Plan

A point-by-point description of the plan rules.

Fee Disclosures

Basic Plan

A breakdown of the fees associated with the retirement plans.

Summary Annual Report