Great News! Retirement plan services are moving to Principal® & Creative Planning

At Clearwater Solutions we’re committed to providing a comprehensive and competitive retirement package. To help you save enough for the life you want in retirement, we’re excited to announce we’re transitioning from our current retirement plan service provider, Newport Group, and teaming up with Principal® & Creative Planning. 

Here’s the scoop:

As the retirement plan services move, we’ll be working with Principal & Creative Planning to make sure it’s a smooth transition. You’ll get detailed information about your savings and how to access your new account soon.

What’s next:

Over the course of the next couple of months we will work with a specialized team from Principal & Creative Planning to help ensure a smooth transition from Newport Group.

As part of the transition, there will be a required blackout period, which generally occurs whenever there is a transfer of participant records and assets. During this time, you won’t be able to change your investment allocations, request a loan or withdrawal, or take a distribution from your account. Next week you will receive more information about the details of the blackout period and the move.

What you can look forward to:

After the transition is complete in August, 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              

It is our goal, together with Principal, to help you feel confident making financial decisions. We’re excited about this change and encourage you to take full advantage of your benefits plan.