| Account Balance | Prior Monthly Fee |
New Monthly Fee |
|---|---|---|
| .01 - $99.99 | $1.50 | $1.00 |
| $100.00 - $199.99 | $3.00 | $2.00 |
| $200.00 - $499.99 | $4.00 | $3.00 |
| $500.00 and over | $5.00 | $4.00 |
2023 Annual Fee Disclosure Notice
This document provides you with Plan and investment information to aid you in
making well-informed decisions about
how you participate in the Entertainment Industry 401(k) Plan.
2023 Annual Fee Disclosure Notice.
Market Timing/Excessive Trading Guidelines
Before you change your investment elections, please be sure to review the
Market Timing/Excessive Trading Guidelines. Understanding the guidelines
will allow you avoid trading restrictions.
Default Investment Fund
When the Administrative Office has no investment direction
(Enrollment/ Beneficiary Form) on file for you, your account balance will be
automatically invested in the Qualified Default Investment Alternative (QDIA).
In other words, if you don't tell us where to invest your assets, they will be
automatically invested in the QDIA until you tell us to differently.
To make your original investment elections, you must complete an "Enrollment/Beneficiary Form". This form allows you to make investment
elections, designate a beneficiary and establish a PIN (personal
identification member) to access your account. For more information please
review the:
2023 Qualified Default Investment Alternative (QDIA) Notice
Log in to our website with your e-mail address
Now you can log in with either your Social Security Number or your e-mail
address. The first time you log in, you will be sent a validation e-mail.
The e-mail will provide a link to validate your on-line access and you will
be asked to enter your PIN.
Each time you change your e-mail address, you will receive a new validation
e-mail. We have added these extra layers of protection to enhance the
security of your on-line account access.
Historical Old News for information Purposes
2021 SmartRetirement Fund Change Notice
The Plan is transitioning from the SmartRetirement Funds to
the SmartRetirement Blend Funds. This change is being made primarily to reduce
the management fees of the Target Date Funds. For more information, please
review the
SmartRetirement Fund Change Notice.
2016 Fund Line-up Change Notice...
To see the transition from the Fidelity Funds to the new options available,
please review the
2016 Fund Line-up Notice.
The Entertainment Industry 401(k) Plan was created in 1996 to provide
retirement benefits for daily hire and staff Union Members working in the
Entertainment Industry.
The Plan has grown to approximately 28,000 participants nationwide in various
union affiliations. As a result, we have learned and therefore refined what
we do to continually improve the level of service to our members.