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Where do I find my 401(k) plan's rules?
Where do I find my 401(k) plan's rules?
Updated over a year ago

Each 401(k) plan is different and your plan's rules depend on what your company selected when they setup the plan.

All plan provisions, including eligibility requirements, contribution types, distributions, and other rules are explained in the Summary Plan Description. Follow the below instructions to download this document.

Where do I find my 401(k) plan's rules?

  1. After logging in, click My Documents in the top menu.

  2. Scroll down to Plan Documents.

  3. Keep scrolling until you see Summary Plan Description and click the blue PDF icon to download it.

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