401(k) Plan Materials

How do I access my account?

  • Update beneficiaries
  • Request a loan
  • Update your investment options and/or withholding amount

For additional questions, please call Waypoint Financial Advisors participant support at 877-757-3263

 

Enrollment Booklet

Enrollment Overview

Qualified Default Investment Alternative Notice

Automatic Enrollment Contribution Notice

Participant Fee Disclosure

Beneficiary Form

Incoming Rollover Form

Summary Plan Description

2022 Summary Annual Report