MassMutual RetireSmart
You can manage your account, sign up for EDelivery of your quarterly statement, and view your quarterly statement by logging into MassMutual’s website, or by calling 1-800-743-5274.
404(a)(5) Disclosure
The 404(a)(5) Disclosure is a plain English document that outlines fees associated with managing your 401(k) account.
Effective: June 10, 2020
Posted: July 2020
Safe Harbor Notice
The Safe Harbor Notice explains the employer matching formula and other plan features for the plan year.
Effective: January 1, 2020
Posted: July 2020
Summary Plan Description
The Summary Plan Description (‘SPD’) is a plain English summary of the plan provisions.
Effective: January 1, 2020
Posted: July 2020
Qualified Default Investment Alternative
The Qualified Default Investment Alternative notice explains how your 401(k) account will be invested if you don’t select an investment.
Effective: January 1, 2020
Posted: July 2020
Summary Annual Report
The Summary Annual Report (‘SAR’) summarizes basic, plan level financial information and describes additional information that you may request. This financial information is reported on the Form 5500-SF.
Effective: December 31, 2019
Posted: July 2020
Summary Plan Description (Superseded)
Effective: July 2019
Posted: July 2020
Superseded: January 1, 2020
Know Your Rights
You may obtain a free copy of any document on this page by requesting the document using of the following ways. Please be sure to include your name and full mailing address. If you have questions about your request, please include your phone number and/or email address. Please also include the specific document that you would like.
- Email ourteam@aboutmy401k.com
- Send a letter to: About My 401(k) Plan, 10777 Northwest Freeway, Suite, Houston, TX 77092.