Starting March 30, 2015, Alcatel-Lucent is making the following changes to the Alcatel-Lucent Savings/401(k) Plan’s Retirement Date Funds:

  • The Retirement Date 2055 Fund will be added as a new investment option. It is intended for participants with 40+ years until retirement and who plan to retire around the year 2055.
  • The Retirement Date 1995 Fund will close. Its assets will be transferred to the Retirement Date Income Fund, a fund with the same target investment mix and intended for participants who retired and began withdrawing from their account in 1997 or before.

For more information, you can view, print or download the Coming Soon: Changes to the Alcatel-Lucent Savings/401(k) Plan’s Retirement Date Funds guide. You will find detailed information about the changes, including important dates by which you may wish to take action.

The following legal disclosure/notices are also available:

  • The Plan’s Annual Fee and Expense Disclosure, which contains important Plan-related and investment-related information, including information about the Plan’s fees and expenses.
  • The Plan’s Qualified Default Investment Alternatives (QDIA) Notice, which provides information about how your Plan contributions are invested in the event you fail to provide investment direction to the Plan.
  • The Summary Plan Description (SPD) Notice, which provides information about where to access the Alcatel-Lucent Savings/401(k) Plan SPD. An SPD is a summary of the benefits offered under the Plan.

You can find the disclosure/notices in the Annual Fee and Expense Disclosure and QDIA Notice and Notice of Availability of Updated SPD brochure. You can also view the updated SPD for more details.

If you have questions about these changes, about the legal disclosure/notices, or about your benefits under the Alcatel-Lucent Savings/401(k) Plan, please contact the Alcatel-Lucent Benefits Center at 1-888-232-4111 (1-212-444-0994 if calling from outside the United States, Puerto Rico or Canada), from 9:00 a.m. to 5:00 p.m., Eastern Time (ET), Monday through Friday, and select the “Retirement and Investments” option.

You have the right to request and receive a hard-copy version of the Coming Soon guide, the Fee and Expense Disclosure and QDIA Notice, and the SPD. To request a copy of any or all three, call Alcatel-Lucent HR at Your Service at 1-888-582-3684, from 9:00 a.m. to 6:00 p.m., ET, Monday through Friday, or submit a request in writing to: Plan Administrator, Alcatel-Lucent, 600 Mountain Avenue, Room 6D-401A, Murray Hill, NJ 07974.