Retirement Plan Services Transition: What You Can Look Forward To

As a reminder, we are transitioning our Retirement Plan Services from Newport Group to Principal. This transition is officially underway, and we are currently in the Blackout Period. During this period, you are unable to change your investment allocations, request a loan or withdrawal, or take a distribution from your account. We expect the Blackout Period to end the week of September 1, 2024.

After the transition is complete and the Blackout Period is over, you’ll get access to a host of great resources from Principal & Creative Planning, including:

• Financial guidance and advice from Creative Planning through Financial Guide™.

• The Principal® Milestones financial wellness program to help you manage your financial priorities

• Will and legal document preparation services through ARAG® at no cost

• Award-winning educational webinars covering a variety of topics, live and on demand

• Your Retirement Wellness Planner and Retirement Wellness Score—providing a holistic look at your retirement savings to see if you may be on track for the retirement you want

• Account access on-the-go with the Principal® mobile app

• A new Roth 401k Savings Plan option

Be on the lookout for more to come this month!