Annually, UPAL requires an Audit of its Common Collective Pooled Trust Funds which hold retirement plan core assets. If you are a participant in a participating Plan, an investor in the Pooled Funds or a Plan Sponsor and would like a copy of the Audit of the Pooled Funds, please send an email requesting a copy of the Audit to Don Orchard, President/CEO, at firstname.lastname@example.org or Lea Ann Nunley, Vice President of Retirement Plan Services, at email@example.com. Upon receipt of your written request, a copy of the Audit will be sent to you at no charge.
We are also pleased to answer any questions about the Pooled Funds or the Audit. Please feel free to call us at 918-747-5585. We value you as a client and your support of UPAL – its programs and services.