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See the table below to identify the Principal Trust Target Date Fund that will apply based on your current age and when you will reach the plan's normal retirement date. For information on how you may make an investment direction election, please see the "Right to Direct" section below.
| Normal Retirement Date | Principal Trust Target Date Funds |
|---|---|
| 2004 or earlier | Principal Trust(SM) Income Fund |
| Between 2005 and 2012 | Principal Trust(SM) Target 2010 Fund |
| Between 2003 and 2017 | Principal Trust(SM) Target 2015 Fund |
| Between 2008 and 2022 | Principal Trust(SM) Target 2020 Fund |
| Between 2023 and 2027 | Principal Trust(SM) Target 2025 Fund |
| Between 2028 and 2032 | Principal Trust(SM) Target 2030 Fund |
| Between 2033 and 2037 | Principal Trust(SM) Target 2035 Fund |
| Between 2038 and 2042 | Principal Trust(SM) Target 2040 Fund |
| Between 2043 and 2047 | Principal Trust(SM) Target 2045 Fund |
| Between 2048 and 2052 | Principal Trust(SM) Target 2050 Fund |
| Between 2053 and end of 2057 | Principal Trust(SM) Target 2055 Fund |
| 2058 or later | Principal Trust(SM) Target 2060 Fund |
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For additional information about the investment option default or other investment alternatives under the plan please visit www.principal.com or contact:
DAVID MELDRUM-GREEN
11002 LAKE HART DR STE 100
David Meldrum-Green, CPA
Director of Organizational Affairs & Treasurer
11002 Lake Hart Drive Suite 100
Orlando, FL 32832
ORLANDO, FL 32832-0101
(407) 671-9700 ext 134
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dave.meldrum-green@reliant.org
1Includes surrender charges, liquidation or exchange fees, redemption fees and similar expenses charged in connection with the liquidation of, or transfer from, the investment option default.
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