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BROWN UNIVERSITY LEGACY RETIREMENT PLAN ___ SUMMARY PLAN DESCRIPTION ___ (As of April 19, 2023)BROWN UNIVERSITY LEGACY RETIREMENT PLAN ___ SUMMARY PLAN DESCRIPTION ___ TABLE OF CONTENTS ___ 1.INTRODUCTION.............................................................................................................
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01
Gather all relevant information regarding your legacy retirement plan including account number, beneficiary information, and investment details.
02
Contact the university human resources department to obtain the necessary forms for updating your legacy retirement plan.
03
Carefully review and fill out the forms, making sure to provide accurate and up-to-date information.
04
Submit the completed forms to the university human resources department for processing.
05
Monitor your legacy retirement plan account to ensure that the changes have been implemented correctly.

Who needs legacy retirement planuniversity human?

01
Employees who have a legacy retirement plan through their university employer.
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Individuals who want to update their beneficiary information or make changes to their investment options.
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The legacy retirement planuniversity human is a retirement plan offered by the university for its employees.
All employees who are enrolled in the legacy retirement planuniversity human are required to file.
Employees can fill out the legacy retirement planuniversity human online or by filling out a paper form provided by the university.
The purpose of the legacy retirement planuniversity human is to help employees save for retirement and provide financial security in their later years.
Employees must report their contributions to the plan, any investment options chosen, and any beneficiaries listed.
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