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Notice of Qualified Default Investment Alternative(s) (QIA)
Qualified Retirement Plan/403(b)
PLAN INFORMATION
Employer Name Plan Sequence Number
Plan Year End
Plan I'd NumberSOSLAND COMPANIES, INC.
ISLAND
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How to fill out fact sheet default investment
How to fill out fact sheet default investment
01
Review the default investment options available on the fact sheet.
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Who needs fact sheet default investment?
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Individuals who are not actively managing their investments and want a pre-selected investment option.
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Employers who offer retirement plans with a default investment option for employees who do not make an active choice.
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Fact sheet default investment refers to a standardized document that outlines the key characteristics, risks, and performance of a particular investment option that defaults under certain conditions.
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Information that must be reported includes investment objectives, fees and expenses, historical performance, risk assessment, and any other material facts that could impact an investor's decision.
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