All concerned can download the most current forms

Typically, the information about Investment Options and Plan Features provided to Plan Participants is inadequate to answer many of their questions. A more comprehensive discussion on investment basics and Plan operations is required. Each PlanToACT website contains a "Knowledge Base" to serve this need.

Currently, the Knowledge Bank contains eight interactive calculators/utilities have been developed to assist Participants with their understanding of the importance of saving for their retirement, determining how much they need to invest regularly for retirement, understanding investment concepts, and making decisions about investing their account balance. Additional interactive utilities are under development

Click here to see an example of the interactive utility designed to show how the asset allocation of a portfolio will change as one seeks higher investment returns. The asset allocations displayed can be dictated by the Plan's Investment Manager and should be based on the Policy Index for each of the Model Portfolios.