Summary Plan Descriptions (SPDs)
SPDs summarize the features and benefits of the plan, as well as your rights.
Click the links below to explore sections within the Health & Insurance SPD:
- Introduction
- Eligibility and Electing
- Medical, Prescription and Behavioral Health
- Dental
- Vision
- Health Savings Accounts & Flexible Spending Accounts
- Employee Assistance Program
- Disability Benefits
- Life and AD&D Insurance
- Leaving the Plan
- Claims, Appeals, and Legal Information
- Enrollment mailer – Home Office Associates/Client Support Team Professionals
- Enrollment mailer – Financial Advisors/General Partners
These documents serve as Summaries of Material Modification to the most current Summary Plan Descriptions.
View Retirement SPD.