Page 2 - Allscripts Retirement Savings Plan

Allscripts Retirement Savings Plan
The following education guide will give you an overview of how the Allscripts Retirement Savings Plan (the “Retirement Plan”) works. Please read the education guide and review the information provided on the Schwab Retirement Plan Services, Inc. website carefully. The education guide is designed to make important details about the Retirement Plan easier to understand.
The Retirement Plan is a valuable benefit. It may help you build the foundation for your financial future. To help you achieve that objective, Allscripts offers you the opportunity to participate in the Retirement Plan.
THE RETIREMENT PLAN OFFERS YOU FEATURES SUCH AS:
• Pre-tax contributions, which allow your Retirement Plan account to potentially grow tax-deferred, as well as after-tax Roth 401(k) contributions.
• Retirement Plan advice provided by Morningstar Investment Management, LLC, an independent registered investment adviser.1
• A variety of investment choices.
Manage your Retirement Plan account
You can enroll, view your Retirement Plan account information, request investment information, and make changes to your investments and contributions.
Visit workplace.schwab.com.
You can manage your Retirement Plan account online. Select Register Now to establish your login credentials and access
your account.
Download the app.
Visit workplace.schwab.com/mobile today to download the Schwab Workplace Retirement App.2 Call Participant Services at 1-800-724-7526.
You can access your Retirement Plan account 24 hours a day by phone at 1-800-724-7526. If you need to speak with someone, Participant Services Representatives are available Monday through Friday, between 7 a.m. and 11 p.m. ET.
Review your Retirement Plan account statements.
You will receive a Retirement Plan account statement on a quarterly basis.
You can choose to access your quarterly Retirement Plan account statements electronically by logging in to your Retirement Plan account and viewing them online. Statements are archived online for your future reference.
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