An Update Regarding the Transition of Your Retirement Plan

Good Afternoon,

Our team continues to make great progress implementing upgrades to our technology platforms as outlined in our September 8, 2021 communication. These changes will assist in helping grow your retirement plan, as well as elevating the retirement readiness of your participants. We are committed to making this transition as seamless as possible, with minimal disruption for you and your participants.

In this communication, we want to share a several important updates regarding the transition.

Click here to review our updated funds transfer instructions for plan contributions and any plan invoices. The updated payment instructions are effective October 21, 2021.

• Action Item: If we debit your bank account for plan contributions (and/or invoices), please communicate the new ACH Company ID 1273169253 to your commercial bank before October 21, 2021. As of October 21, 2021, debit references will read ‘Mid Atlantic’. 
• Action Item: If you send funds to us via ACH, wire funds to us for your contributions, or remit via check, please review the Remittance & Invoice Payment Instructions that apply as of October 21, 2021.

Payroll Contribution Timing Before & After Platform Upgrades

A reminder that the Plan will be unavailable online from 3:00 pm CST on October 13, 2021 to the morning of October 21, 2021.

Please watch for a secure email from your Relationship or Account Manager that will contain your new default Plan Sponsor Access credentials. The secure email will be sent to you approximately the week before the completion of the blackout period for your access as of October 21, 2021. Your USER ID will remain the same, and we will provide a temporary password to resume your Plan Sponsor Access.

As a reminder, view our resource page for a checklist of items to review before and during this conversion.