Annual Notices & Disclosures
Please review the company’s Annual Notices and Disclosures by selecting the link for each individual notice or disclosure in the list below. These Annual Notices and Disclosures are provided to all employees of the company on this website in compliance with varying federal and state laws. Should you have questions or require a paper copy of any of the notices or disclosures, please contact a member of the Human Resources team using the contact information found in the footer navigation menu.
Related Documents
2022 Mariner Wealth Advisors, LLC 401(k) Plan Fee and Investment Notice_updated 12.01.22
2023 Mariner Wealth Advisors, LLC 401(k) Plan Fee and Investment Notice_updated 03.01.23
2022 Mariner Wealth Advisors, LLC 401(k) QDIA Notice
2023 Mariner Wealth Advisors, LLC 401(k) Automatic Enrollment Notice
2023 Mariner Wealth Advisors, LLC 401(k) Automatic Deferral Increase Notice
2022 Mariner Wealth Advisors, LLC 401(k) Plan Summary Plan Description
2019 Mariner Wealth Advisors, LLC 401(k) Plan Summary of Material Modifications_updated 7.1.19
2023 Mariner Wealth Advisors, LLC 401(k) Plan Summary Annual Report
2025 Mariner Wealth Advisors ACA Marketplace Notice
2019 Mariner Wealth Advisors, LLC Health Care Plan Summary Plan Description
2019 Mariner Wealth Advisors, LLC Health Care Plan Appendices
2019 Mariner Wealth Advisors, LLC Health Care Plan SPD Supplement
2024 Medicare Part D Creditable Coverage Notice
2023 Mariner Wealth Advisors, LLC HealthCare Plan Summary Annual Report