service in the event of a prolonged market decline, unexpected expenses, or an unforeseeable emergency. Download the My TRSRetire app: Our mobile app, My TRSRetire, lets you put your plan in your pocket. And no matter how you access your account, you'll always know Your Retirement Outlook ® with a personalized "weather icon" (rainy, cloudy, partly sunny, or sunny) that makes it easy to see if your strategy has you on course toward your retirement income goal—or if you need to take action. With the My TRSRetire app, connecting with your retirement plan has never been easier. l View your account balance and rate or return l Know Your Retirement Outlook ® l Take action right from your device It’s that simple. Download the app from the App Store or Google play today! TA-Retirement.com l In addition to providing access to your plan account information, the website is loaded with useful information, helpful tips and interactive tools, all designed to help you discover, build, and manage your plan. l Simply sign in to the website with your Username and Password to manage your retirement account online, check investment account performance, access the asset allocation tool and online calculators, monitor your investment portfolio, obtain investment education and more. l Until you create your own unique Username and Password, you can access investment choice performance and many other valuable tools by entering your plan’s contract number: 517326-00000. Investment Choice Information Via Website To access your Fund Performance Overview and Investment Fact Sheets, follow the simple steps outlined below: Step 1: Go to TA-Retirement.com Step 2: Click: “Employees” on the navigation bar, then “Account Information”, next “Investment Choice Performance” in the left navigation Step 3: Enter your Contract ID and click “Submit” Step 4: Your Performance Overview will appear Step 5: Click on the investment choice’s name to view the Investment Fact Sheet Manage Your Account Via Telephone 800-401-8726 l The automated telephone system offers you direct access to your plan account information. You can access the system 24 hours a day,—seven days a week. Manage Your Account Via Website
Account Rebalancing Account rebalancing allows you to maintain the investment percentage you originally established, taking into consideration market earnings and losses. l Set up Account Rebalancing via the website or by telephone. l Automatically rebalance your account by redistributing the percentage of your total portfolio held in each investment choice. — A one-time account rebalance will initiate one rebalance as of the close of the business day. — A periodic rebalance will establish a future schedule for rebalancing based on the period selected (monthly, quarterly, semi-annually, annually). l There is no minimum balance required and no minimum amount to transfer. Automated Periodic Transfers Automated periodic transfer allows you to transfer portions of your plan account balance from one investment choice to another in regular increments. l Use Automated Periodic Transfer to gradually transfer assets from a conservative investment choice to a more aggressive investment choice or vice versa. l You must transfer at least $100 from the holding investment choice for each periodic transfer. l Once established, Automated Periodic Transfer will continue until you request that it be stopped. l If there is not enough money in the holding investment choice, the system will ignore the transfer request and check again the next period. l Some restrictions may apply. Contact your plan administrator. Statement of Account l You will receive a personalized statement of your account on a quarterly basis. l If you have questions regarding your statement or notice a discrepancy, please notify Transamerica Retirement Solutions within six weeks of receiving your statement. Any oral communications should be re-confirmed in writing to further protect your rights. Summary Plan Description l For more information about any of the plan provisions including any conditions or restrictions that may apply, please refer to the Summary Plan Description. These plan highlights represent only an overview of plan provisions and do not constitute a legally binding document.
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