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The Bechtel company match can have a snowball Your retirement forecast is a bit rainy, but brighter days are within reach. Consider increasing your contributions to your effect on your savings! Savannah River Nuclear Solutions Savings and Investment Plan
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with party unaffiliated ment EVERFI, a third merica Retire developed by tion programs program. Transa es certain ial education financial educa is sponsoring nt of the financ which TRS provid the plan. for the conte Transamerica S (TTC) through es on behalf of Trust Company that is responsible LOG. IN TO SET GOAL istrative servic Transamerica Transamerica s, IA 52499 and other admin is affiliated with SW, Cedar Rapid ipants (TRS) Street partic C ons Soluti to plan at 6400 employer. tion services office located ed with your investment educa company with its principal but are not affiliat trust are affiliated TTC is an Iowa Reser ved. anies identified Rights All comp . a Corporation All Transameric Transamerica 09/23 © 2023 DP3 3099195
NE COMPONENTS EXPLORE THE ONLI SED YOU STAY FOCU AVAILABLE TO HELP RETIREMENT! TO RIDE YOUR ON /TREKBIKES RTAL M/PO A.CO TRANSAMERIC
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retirement consultants you outstanding service to are onsite and ready to Preheader: Help Froedtert Health staff and provide retirement plan participa nts. TODAYa meeting with a retirement consultan LOG IN During t, you can: • Enroll in the plan • Set up your Lincoln account • Learn more about retiremen Important: The projections or other t planning and investing information generated by the engine , including the investme available in your retiremen (which produces Your Retirement nt optionsOutlook® ) regarding the likelihood t plan of various investment outcomes are • Receive a complimentary hypothetical, do not re ect actual Stacyinvestment Lincoln Path2Retirement SM Brueggen results, and do not guarantee analysis Results derived from the tool future results. • Confirm that you are Retiremen may vary t Consultan with each saving enough on and its affiliates, t use and over time. Please visit your plan website for more information onal Corpora • Sign upname regarding 414-239Lincolnc Na for y, for the criteria and methodology used, the automati 5529 Compan ng ce contribution increases limitations and key assumptions, engine’s Life Insuran is the marke Stacy.Bru andeggen@LF other important • Discuss The Lincoln Na onal Lincoln Financial Group LLC,and information. the y,pros G.com NY. e, Compan cons Syracus Services of York, balances rement of New over yrolling from other accountsThe role including Lincoln Re Life & Annuity Compan Lincoln of the retirement planning consultant ons. York, obliga Lincoln’s and New tual in ne and, retiremen is to assist you with your retirement plan. IN, . Go onli l andtscontrac consultan Fort Wayne, are no additional charges for meeting with There are their own tfinancia e’s Day s focused on your best ible for commiss your retirement planning consultant, ely respons ioned interests, we ple. You can educator this Valentin lesalespeo not who is a registered representative Affiliates are separat count P. Whi and, in with Transamerica Investors Securities IN,help onWayne, them to investme Trek ESO y, Fort you build your Mamaroneck they’ll appreciate nt knowledge Insuran Corporation (TISC), member FINRA, 440 Compan and gift ce retiremen a so s you Plan Click t can and Life (k) make one Avenue, the onal d Harrison, NY informed decisions butto 401 le 10528. Lincoln nsInvestment will help for event advisory as you prepareTransamerica y Na d byeTheciar services are o9ered through s, inform e, NY, and their applicab Give your love l is provide for retiremenRetirement y for your Trek ation t. a ben This materia the , and more. Visit Advisors, LLC (TRA), registered investment y of New York, Syracus gnating t one bene ciar d for general use with advisor. All Transamerica 20 vendors with Golden Ticket to Life & Annuity Compan companies identi:ed are a;liated but ss").on s to come, desi stre New York, Lincoln time and This material is intende your be are not a;liated with year designate at leas provide enter "Lincoln to for d as your ed to employer. intende for play We’re celebrating easevely referred prizes. wills (collec material is not come into affiliate s, and you this year! Our ent advice, and this programs, Transamerica not provide investm the sale of Lincoln presentations, game hope this doesn’t of your assets and estate plan red carpet extra that are served by public. Lincoln does Schedule vaganza will help l interest s, and prizes at a sone-on-o 6400 C St. SW, Cedar Rapids, IA 52499 trol ne meeting today by scanning Lincoln has financia this year’s you select the benefi this investment advice. QR code or visiting LincolnFi you stay in con ts that will fit your road. nancial.com/FroedtertSched the n Chelsea Zilinger and make you a welln services. and dow s, needs s directly. product ule one Please s For ess superstar. information aboutonthe do not reply to this Retiremen Lincoln’ email. to improve your loved Froedtert Downtload Health Consultan l informa 403(b) your and persona thet UTD Benefits helpful onlinemore on, please see ents may collectPlan informaresources Fair app for a prem 262-385-7893 s. For education , visit LincolnFi DP3 2697170 03/23 its product This email and its a achm ier experience! nancial.c related to om/Froed Chelsea.Zilinger@LFG.com you with services © 2023 Transamerica Corporation. up for complimentary workshop tert. To view and sign products or to provide ® All Rights Reserved. s, visit look today LincolnFinancial.com/Froed our privacy policy. Retirement Out tertGroupSchedule. NOW Review Your DESIGNATE
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at r account on to you ing inLincoln Na onal Corpora logg©2023 click r bene ciary by ne account yet, to designate you es. If you don’t have an onli.com/R e rement Take a moment te a bene ciary Are you looking for immediate assistance rather LincolnFinancial than ted. To designa m/portal/trekbik a consultation? Pick up star a.co get eric to the phone and call Sarah! er sam tran Sarah is available to help Group click ion land the top-right corn the top nav Financia igat in t Lincoln with your servicing requests oun get including Acc to , : -Chester Road ut You Create an My Plan in 150 N.plan P Radnor, click Abo plan, hover over ESO • Updating your account on your 401(k) e ciary on your Radnor, PA 19087 ben a te beneficia gna ries To desi • Explaining your loan Sarah Jefferson and distribution options Bene ciaries. PAD-5715355-060123 and helping submit those requests Virtual Retirement k and easy! started. It’s quic • Checking your account Consultan
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TRANSAMERICA.C QUÉ HACER UNA OM/PORTAL/DAN VEZ QUE HAYA ONE INGRESADO En el menú de la parte superi or, desplá Plan (Mi plan), Investments (Invers cese por las pestañas My NZAR (Contribuciones), iones), Contri butions Loans & Withd Haga clic en el rawals (Préstamos Docum botón ents & Forms y retiros), aparece en la esquin Create an account (Crear una (Recursos) y selecc (Documento y formularios) cuenta) que a superior derech y Resou ione una opción a. • En la página de las listas desple rces siguiente, se le gables. Desde las opcion pedirá que ingrese completo, fecha es disponibles, su nombre deHAVE nacimiento, puede tomar el su jubilación y YOUación DON’T A BENEFICIARY número de SeguroON FILE inform contro planific de contacto. l de ar su futuro financi Social e ero. • A continuación • Consu , puede Give your loved ones a gift they’ll appreciate this Valentine’s Day. Go online and lte el saldo de crear un nombr contraseña únicos la cuenta. e de usuario y y configu una • Acced designate at least one bene ciary for your Trek 401(k) Plan and Trek ESOP. While we rar a sus a nuestra herram preguntas de segurid • Si ya configu ienta OnTrack® estrategia su cuentacome y diseñé una hope thisródoesn’t into play for years to ad. come, designating a bene ciary willlahelp de ingreso en línea, sesión haga s para clic en Log In (Inicia ) que aparece jubilación, y luego con toda facilida en laof r and will esquin modifíquela d. stress on stay in control youra superi assets estate plans, ease time and or and CÓMOyou derech COMPLETAR a. • Realice transfe SU PERFIL rencias entre distint your loved ones down the road. • Los usuarios os fondos. • Examine el nuevos rendimiento de (Comenzar) para deben hacer clic en Let's Get la inversión. Started verificar su inform • Administre la asignación de configurar eleccio ación personal. contribuciones nes de aplazamiento Aquí puede • Designe o y fondos inversiónDESIGNATE , crear . NOW y revisar y confirm cambie a su benefi una estrategia de ar su información ciario. • Complete • Si ya está inscrit de contacto. los formularios o, haga clic en necesarios sus iniciales en transferencia de derecha y selecc la esquina superi sus activos extern para iniciar la ione su inform or • ación personal os de jubilación correo electró Revise el estado para revisar su nico y número a su plan. de su présta de teléfono your Take a moment to designate bene ciary by loggingsobre in to your account at mo y obteng agrega de r su númer contac la compensació to. o de teléfono y a información ere have an online activar los mensa IfConsid para recibir estos. transamerica.com/portal/trekbikes. don’t accountn de yet, click recordatorios jes deyou texto importantes del ademáCreate s de agrega plan decorner anrAccount the top-right to get started. To designate a bene ciary jubilación, una direcciin ón de nico alterna on your 401(k) plan, hovercorreo overelectró My Plan in thetiva. top navigation and click Consulte las comision es y los gastos que Topaga, designate bene ciary on your ESOP plan, click About You to get Asegúrese deBene incluidos losacargos considerarciaries. si dicha transferencia asociados a la transfere ncia started. It’s quick andcambia easy! de alguna característica su o beneficio que pueda cuenta, para determinar si combina r sus cuentas podría ser importante para ayudarloa reducir costos. usted. CÓMO COME
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ngs Get your savi ntributing rolling by co account now to your Plan
If you’re married and designate someone other than your spouse as your primary bene1ciary, spousal consent may be required. Transamerica Retirement Solutions (TRS) is a2liated with Massachusetts Fidelity Trust Company (MFTC) through which TRS provides certain investment education services to plan participants and & THRIF T PLAN EL TRUSTservices otherBECHT administrative on behalf of the plan. MFTC is an Iowa trust company with its principal o2ce located at 6400 C Street SW, Cedar Rapids, IA 52499. All Transamerica companies identi1ed are a2liated, but are not a2liated with your employer.
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ss fair nefits and wellne 2023 UT Dallas bered carpet July 17 — 18 Walk the
your 20 vendors with and more. Visit ts, information, for prizes. ons for even t to be entered year’s Click the butt Golden Ticke prizes at this , games, and tions needs enta your ! Our pres that will fit g you this year t the benefits We’re celebratin help you selec superstar. vaganza will ness extra well et a carp you red and make rience! premier expe Fair app for a UTD Benefits Download the
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Sam Harmeyer
Retirement Consultant 262-234-8957 Samuel.Harmeyer@LFG.com Company ID: UTDALLAS
PSCA HONORED THE WINNERS OF ITS ANNUAL SIGNATURE AWARD R COMPETITION AT THE OVE2024 ROLL 01(k) 4 NATIONAL CONFERENCE. your
9 Transamerica r Rapids, IA 5249 6400 C St. SW, Ceda il. reply to this ema Please do not orati Transamerica Corp
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<First name>, se ng a goal is the first step to achieving it <First name>, make it easy to track progress toward your goals
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95% the meet at least tributions to ’re easing your con ).* While you e? Consider incr ent Plan (SIP ther UT Dallas Benefits Fair and Investm app: ts to help tions Savings nt account asse eme Nuclear Solu retir ide to add any outs sure be e, ther cast. accurate fore maintain an
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You can also contact ON-SITE OR IN PERSON Day the Lincoln Customer 1 — July 17, 2023 Welcom Contact e to the red carpet Center pre-show! 10 – 10:30 a.m. at 800-234-3500 Red carpet weekdays opens: Celebrate between YOU! 7:00 a.m. and 7:00 p.m. 10:45 – 11:15 a.m. HR Celebrations! 11:30 – 12:30 p.m. Have a blockbuster time: Join us for bingo. 12:30 – 1:45 p.m. Glitz and glamou r parade: Dress in your best formal or like your favorit wear e celebrity. 2 – 3 p.m. UT Dallas Has Talent! Celebrate your skills. 3 – 3:30 p.m. And the winner is ... Golden Ticket prize drawing 3:30 – 4 p.m. Post-party benefit s highlights ... celebra te your benefits!
1ciary, your primary bene your spouse as eone other than and designate som If you’re married pany may be required. Fidelity Trust Com ts and setts spousal consent achu cipan with Mass (TRS) is a2liated t education services to plan parti its principal ement Solutions with tmen Transamerica Retir h TRS provides certain inves MFTC is an Iowa trust company es identi1ed whic compani erica lf of the plan. sam (MFTC) through beha on Tran All ces e servi IA 52499. other administrativ C Street SW, Cedar Rapids, . 6400 with your employer o2ce located at are not a2liated Subject Line: are a2liated, but
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Your team of dedicated Lincoln retirement consulta nts are onsite and ready outstanding service to Secure Login Froedtert Health staff and to provide retirement plan participa nts. During a meeting with a retirement consultant, you can: • Enroll in the plan • Set up your Lincoln account • Learn more about retireme nt planning and investing , including the investme available in your retireme nt options nt plan • Receive a complimentary age 50 and Stacy Bruegge Lincoln Path2Retirement SM 000nfor those t 500; $30, analysis • Confirm that you are accoun tions is $22,Retireme nt Consultant produc saving enough Plan s Sign plan contribu k) k) engine (which 1( • 1( 414-239 up for automatic contribu 40 by the 40 for retirement -5529 ed s are IRS limit tion increase generat ome tion 2023 ecialty ultiple s the outc The rma o Stacy.Bru m Sp * ent • info int g eggen@L Discuss FG.com ts the pros and cons of rolling in Ryan ous investm ons or other anag re resu accoun over balances your Set your financial goals in projecti from other accountgs the likelihood of vari make FF m ment guarantee futu e and ts into ® retire Important: The rdin It ’s RU Lincoln’s pla retireme tside lts, and do not you tim your nt consultants are educatorent Outlook ) rega e asse your ou resu in id ve visit ur g ent se sa ts an stm llin ioned . Plea WellnessPATH®. Retirem s focused on yourct commiss may e Ry al inve ting yo er ou best By ro actu interests salespeople. Your , not ) Plan and over time You can count on limit refle ent, th nsolida want. use 1(k not ne’s u Roll ov Co em 40 each do them engi l, yo e to help you build your retireme tir investment knowledge ty with tica , the ure d. Th so youhyp Special canothe g for re make informed from tool may vary nt and ria and methodolog y used the fut st frien Ryan s with s as you prepare forgretireme hieve e to savin ved decisionthe ur be dines r to ac nt. rdin the crite lp mak Results deri be yo comes rega nt rea u get: he easie n it tion it yo n me n ca . rma ca ts, n LOG IN TO SET GOALS ire tion e info The Whe asse ) Pla that ur ret nt informa ilit y ement plan. website for mor urces outside w of yo ty 401(k other importa the ab with your retir d reso ecast listic vie mptions, and Special luding to assist you is a registe ols an re ho unt. ome for ors. and key assu — inc consultant is ers to • A mo lculat consultant, who hly inc Schedule n acco re easy A, 44 mont line ca a one-on-one meeting todaythe retirement planning Plan off ur Pla ement planning d ur futu free on of your ), member FINR into yo . this meeting with your retir The role of by scanning for QR codenaor for yo gevisiting ures an d view ore . oration (TISC assets LincolnF s Corp inancial.com/Froe ges edule through nalize saving ritie to ma Chelsea eir feat red char ome Sc tside rso al Zilinger ts Secu dtertSch th offe s . Inc ition pe directly. d ou un are stor ts addthe For tinformationno an Inve me • A un services over about er acco sory Retireme en Froedter tions advi Transamerica nt Consultant ur Lifeti t Health n acco g few to roll 403(b) Transameri Plan and helpfulrepr tative with e statem and yo 8. Investment your op esen betwee online m havin educatio ent advisor. All 262-385 n resource er all stm-7893 with on ison, NY 1052 le loss nd fro visit LincolnFinancial.com/Froe money tered inve Consid Avenue,s,Harr r waste possib e of mi oving dtert.eck To view loyer. ilinger@LFG.com , LLC (TRA), regis Chelsea.Z and sign d pape Mamaron • Peac Emergency fund. New home. Credit cards. Whether it’s saving upreormpaying down luding up for complimentary workshop fo with your emp ent Advisors tter an risk, inc s, visit fees be erica Retirem ced clu are not affiliated sam olves goals and LincolnFinancial.com/Froe Tran debt, most people have financial goals. WellnessPATH lets you set inv personal • Redu affiliated but bsite. dtertGroupSchedule. ing are st d we e tifie ve In and on companies iden easily track your progress. ipal. of princ
Ready. Set. Goals!
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Transamerica 6400 C St. SW, Cedar Rapids, IA 52499
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UT Dallas on-site Benefits projected to Fair | July 17, 10 a.m. to 4 p.m. forecast is sunny. That means you’re But why stop Student Union — Galaxy Rooms A, You B, Cr retirement of your income goal in retirement. r Savannah Rive
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Lincoln Financial Group is the marke ng name for Lincoln Na onal Corpora on and its affiliates, including Lincoln Re rement Services Company, LLC, The Lincoln Na onal Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Affiliates are separately responsible for their own financial and contractual obliga ons. This material is provided by The Lincoln Na onal Life Insurance Company, Fort Wayne, IN, and, in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY, and their applicable affiliates (collec vely referred to as "Lincoln"). This material is intended for general use with the public. Lincoln does not provide investment advice, and this material is not intended to provide investment advice. Lincoln has financial interests that are served by the sale of Lincoln programs, products, and services.
Smooth Sailing into Retirement Campaign Components
Sarah Jefferson
• Updating your account beneficiaries • Explaining your loan and distribut helping submit those requests ion options and • Checking your account balance and other general inquiries
Sam Harmeyer
Retirement Consultant 262-234-8957 Samuel.Harmeyer@LFG.com You can also contact the Lincoln Customer Contact Center at 800-234-3500 weekdays between 7:00 a.m. and 7:00 p.m.