Employer Bulletin: Your Plan Administration Resource

VantageTrust Annual Reports eDelivery

Distribution of the annual reports for the funds of VantageTrust and VantageTrust II will be completed electronically. This new eDelivery process is part of our commitment to be client-focused and provide streamlined delivery for easy access to documents.

On or about April 30, 2021, the primary plan contact will receive an email notification with a link to the applicable report(s) for plans with one or more of these funds in the lineup. Any plan contacts who do not have a valid email address on file will receive a printed copy in the mail.

View the annual reports and other fund-related documents in EZLink.