Please complete this Form and return it to the Administrative Office if the Participant wants to update or designate his/her beneficiary. Designation of Beneficiary Form – This Form is designed for Participants, not receiving a pension, who want to designate their beneficiary.Please contact our office here for this form. If the Participant would like to electronically deposit his/her monthly benefit from the Producer-Writers Guild of America Pension Plan to the Participant's bank account, please complete this form and return it to the Administrative Office. EFT Authorization – Electronic Funds Transfer Authorization is ONLY for Participants/Beneficiaries in pay status.Authorization to Release Information - Pension Plan – Complete this form if you would like to authorize a person or entity to receive Pension information on your behalf.If the Participant/Beneficiary recently moved, please complete all necessary components of this Address Change Packet and return it to the Administrative Office. Address Change Packet – It is very important that the Administrative Office has the Participant's/Beneficiary's updated address for Plan correspondence.For this reason, the Retirement forms and Death Benefit forms are not available through this website.
Sawtooth offers its affiliates access to the ERShares Small Cap, ERShares Mid Cap, ERShares Large Cap, ERShares Entrepreneur 30/Pure Strategies.Retirement forms and Death Benefit forms are prepared specifically for a Participant or Beneficiary.
ĮRShares has Mutual Funds distribution agreements with the Benefit Trust Company.ĮRShares has Mutual Funds distribution agreements with Hand Securities, Inc.ĮRShares has Mutual Funds distribution agreements with the Reliance Trust Company.ĮRShares has Mutual Funds distribution agreements with Saturna Brokerage Services, Inc.ĮRShares has Mutual Funds distribution agreements with Sentinel Securities, Inc. The ERShares US Large Cap Fund (IMPLX) is available to Well Fargo affiliates and ERShares has other Mutual Funds distribution agreements with Wells Fargo Clearing Services, LLC.ĮRShares has Mutual Funds distribution agreements with the Advisor Group.ĮRShares has Mutual Funds distribution agreements with Ameriprise. The ERShares US Small Cap Fund (IMPAX) and ERShares US Large Cap Fund (IMPLX) is available on the Sentinel platform and ERShares has other Mutual Funds distribution agreements with Sentinel Securities, Inc.Īll ERShares ETFs and the ERShares US Small Cap Fund (IMPAX) are available on the UBS plaform to investors with a UBS account. Matrix Trust Company (MSCS/MG Trust/Broadridge)Īll ERShares Mutual Funds are available to Matrix Trust affiliates.Īll ERShares funds are available through Pershing affiliates, broker-dealers & RIAs.Īll ERShares Mutual Funds are available to SEI Private Trust Company affiliates. *Net Expense ratios reflect the expense waiver and fee reimbursement the advisor has contractually agreed to through November 1, 2023.Įffective Apthe ERShares Global Fund was renamed the ERShares Global Entrepreneurs.Īll ERShares Mutual Funds are available through an LPL advisor relationship. The ERShares Global has Total Annual Fund Operating Expenses of 1.45%.The Mutual Fund share classes is subject to a Redemption Fee of 2%.
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The MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets.įees The ERShares Global mutual fund has institutional class shares. Additional risks are detailed in the prospectus. Common Stock prices fluctuate based on changes in a company’s financial condition and on overall market and economic conditions. The Fund is exposed to common stock risk. The ERShares Global invests in foreign securities which involve greater volatility and political, economic and currency risks and differences in accounting methods. Distributed by Vigilant Distributors, LLC. The prospectus contains this and other important information about the investment company, and it may be obtained by calling +1 (617) 279 0045 or visiting Read it carefully before investing. The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing.
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