Compliance

Here you can find compliance checklists, investment policy statements, notices, and plan documents.

Compliance Checklist (RET)

• Annual Reporting and Disclosure Calendar (1202 KB)

Investment Policy Statements

• Defined Benefit Investment Policy Update (130 KB)
• Defined Contribution Investment Policy Update (229 KB)

Plan Documents

• VBA Master DB Plan document with amendments 1 thru 5 (8196 KB)
• VBA Master DC Document with amendments-June 2020 (7076 KB)