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- The vast majority of investments offered within our 403(b)(9) Plan are not changing.
- There is
- one fixed-interest rate investment that some employees have selected within their Principal retirement accounts will have a delayed transfer to GuideStone (these investments will automatically transfer in April 2026 to GuideStone). This delay will ensure the investment's full interest rate is paid out (further details on that investment are provided in the attached letter). Affected participants will receive
- special communication about this portion of their retirement account in the coming weeks.
- All other Investments and balances will transfer seamlessly from Principal to GuideStone between July 6th and July 23rd.
- 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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