Retirement Plan Services Transition: Blackout Period Ended!

The transition of our Retirement Plan Services from Newport Group to Principal is now complete! The Blackout Period has ended! You are now able to make changes to your investment choices for new contributions, transfer existing retirement funds between investment options, or request other transactions through Principal.

Below is some more important information about Principal:

• Account Access: Accessing your Principal account is easy! Here is the link to get you started: principal.com/welcome

• Financial Wellness Services: As a part of this partnership with Principal, you now have access to Creative Planning’s Financial Wellness Services! This includes financial education, retirement planning advice and access to a dedicated Financial Wellness Consultant. (The flyer with more information was emailed to you on 9/3/24)

• Upcoming Principal Webinar: On Tuesday, September 10, 2024, at 9:30 AM ET, Principal is hosting an educational webinar for Clearwater Solutions! This webinar will help you with enrollment and give you a tour of Principal’s website and tools. In order to attend the webinar, you have to register through Principal. Please use the link to register! Click here to register!

Please reach out to Reese Hannon or April Wilcox with any questions.