Disclosure About Your Wake Forest University Retirement Plan

​Important information about your retirement plan is now available. Please review this information.

The most up-to-date Wake Forest University Retirement Plan Summary Plan Description (SPD) is now available. The summary plan description is an important document that tells participants what the plan provides and how it operates,  including information on when an employee can begin to participate in the plan.​ Click here to review the Summary Plan Description. You may request a paper version of the SPD free of charge by submitting your request to AskHR@wfu.edu or by calling 336-758-4700.

Additionally, a Summary of Material Modification (SMM) for the retirement plan is available. A Summary of Material Modification is a notice that is provided by plan administrators to inform plan participants of any material changes to the plan or summary plan description (SPD). Click here to review the Summary of Material Modification.

Disclosure About Your Flexible Spending Account Plan 

Important information about your flexible spending account plan is now available. Please review this information.

The most up-to-date Wake Forest University Flexible Spending Account Plan Summary Plan Description (SPD) is now available. The summary plan description is an important document that tells participants what the plan provides and how it operates.​ Click here to review the Summary Plan Description. You may request a paper version of the SPD free of charge by submitting your request to AskHR@wfu.edu or by calling 336-758-4700.

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