Participant Fund Options

This page of our Web site provides information on a variety of participant-directed investment options National Penn Investors Trust Company (NPITC) makes available to employers who offer retirement plans to their employees.

The Department of Labor’s 404(a) regulations stipulate that plan participants be given access to information about their investment options. Much of that information may have been provided to you recently in a disclosure notice from your employer. The links below are designed as a supplement.

Collective Investment Fund Fact Sheets

Specialty Investment Option Fact Sheet

Glossary of Terms

A full list of terms used in participant-directed retirement plans.

Retirement Calculator

Calculate the amount needed to meet your retirement income goals and required contribution based on various rates of return.

If you need further clarification, please call your advisor for assistance.

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