Other Important Plan Information

If You Formerly Participated in Another Plan

Participants Formerly Employed by Capital IQ, Inc. (now S&P Global Market Intelligence Inc.) (“Capital”)

If you formerly participated in the Capital IQ, Inc. 401(k) Profit Sharing Plan and Trust (the “Capital Plan”):

• You will receive Continuous Service credit for your prior service with Capital for purposes of vesting and eligibility under the Plan;
• If you die before the portion of your Plan Account attributable to the assets from the Capital Plan (the “Capital Account”) is distributed to you, the entire interest of your Capital Account will be distributed in a single lump sum to your designated beneficiary.
  • If your beneficiary is your surviving Spouse, such distribution must be made by the later of (i) December 31 of the calendar year following the calendar year of your death and (ii) December 31 of the calendar year in which you would have attained age 72.
  • If your beneficiary is anyone other than your surviving Spouse, such distribution must be made by December 31 of the calendar year of the fifth anniversary of your death.