Management/Non-Represented Plan Design Retirees

IMPORTANT SAVINGS PLAN/401(k) INFO

Important Information About the Alcatel-Lucent Savings/401(k) Plan – Investment Fund Changes and Legal Notices

The following investment fund changes took effect on Friday, March 29, 2013.

  • Two new funds—the Short Term Bond Fund and the Balanced Real Asset Fund—are now available for investment.
  • The Stable Value Fund closed at 4 p.m. Eastern time on March 28th, and any balance remaining in the fund was moved to the Short Term Bond Fund.
  • The Retirement Date Funds will be enhanced by adding to and changing some of the their underlying funds.

The closing of the Stable Value Fund and the changes to the Retirement Date Funds happened automatically. There is no action that you are required to take. Read the brochure for details of the changes.

Your Annual Fee-and-Expense Disclosure and a new Notice concerning the Plan’s Qualified Default Investment Alternative (QDIA) are also available.

  • The Annual Fee-and-Expense Disclosure contains important annual information regarding investing in the Plan, including information about fees and expenses.
  • The QDIA Notice provides information on how your Plan contributions are invested in the event you fail to provide investment direction to the Plan.

Click here to access the legal notices.