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  • The vast majority of investments offered within our 403(b)(9) Plan are not changing. There is 1 specific 1 specific investment that will have a delayed transfer to GuideStone in April 2026 to ensure the investment's full interest rate is paid out (further details on that investment are provided in the attached letter).
  • All other Investments and balances will transfer seamlessly from Principal to GudieStone between July 6th and July 20th.
  • Plan participants will still have the opportunity to select their investments from a diverse list of investments and providers. (GuideStone investments will be offered along with the investment "mix," but participants will NOT be required to use those investment options.)
  • Reliant will still be using the Principal target-date funds for our default investments.

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