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Investment Option Change NoticeFidelity Diversified International Mundelein Review
Minnesota State Retirement System and the State Board of Investment regularly review the plan design
and investment
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What is investment option change notice?
The investment option change notice is a form that notifies stakeholders about changes in investment options within a particular account or investment plan.
Who is required to file investment option change notice?
The entity responsible for managing the investment options, such as a financial institution or investment advisor, is required to file the investment option change notice.
How to fill out investment option change notice?
The investment option change notice should be completed with details of the changes to the investment options, including the reason for the change and any impacts on stakeholders.
What is the purpose of investment option change notice?
The purpose of the investment option change notice is to inform stakeholders about changes in investment options that may affect their investments.
What information must be reported on investment option change notice?
The investment option change notice must include details of the changes to the investment options, such as new options available, removed options, and any associated fees or restrictions.
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