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Summary annual report (SAR)

May 2, 2025

By Laurie Rowley

Co-Founder and CEO

Laurie’s career has focused on developing solutions that improve financial security. She is widely regarded as an expert in retirement savings, behavioral finance, and human-centered design.

A report that summarizes the financial status of a 401(k) plan. Federal law requires that companies must provide a summary annual report to plan participants every year.

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