Recordkeeping Disclosure

Important Disclosures from Smartwork, Inc.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. It is educational in nature and not designed to be recommended for any specific investment product, strategy, plan feature or other purposes. The information is shown for illustrative purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. 

Plan Sponsors should reference the 408(b) services and fee disclosure notice for more complete information, which is available on the Company Administrator Dashboard for your plan. Additional fee information is available for participants on your Participant Dashboard. 

Smartwork, Inc. provides various fiduciary and non fiduciary services on its proprietary recordkeeping platform to support tax- qualified retirement plans. To learn more about Smartwork Inc., dba Penelope and its services, please visit https://www.penelope.co

If you are a person with a disability and need additional support in viewing material, please email support@penelope.co for assistance. 

Personal data will be collected, stored and processed by Smartwork, Inc., dba Penelope in accordance with our privacy policies at https://penelope.co/privacy-policy