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Statements & Confirmations
Download, complete and return an Electronic Notification Request, available for either Microsoft Word or Adobe Reader.
 
Annual Reports & Proxies
click here to submit a request to receive your annual reports and proxies by e-mail.
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Plan Level Services
As a Plan Sponsor, you are held to the highest standards of care and due diligence. As clearly defined by the Employee Retirement Security Act (ERISA) of 1974, you have certain duties and responsibilities to the Plan and to your Participants. Failure to comply with the standards set forth by ERISA could result in personal fines, penalties, plan disqualification and even prison time. The responsibilities of Plan Sponsors in this regard are substantial, but manageable through a combination of good information, prudence and clear written processes. Bragg Financial can help.
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