At Associated Food Stores, providing a retirement plan that considers your financial and physical well-being is important to us. That’s why we’re excited about moving the retirement plan to a new recordkeeper, Transamerica, on May 1, 2023. These changes will provide access to valuable new services and what we believe will be an improved retirement planning experience.
We want to keep you fully informed during the move to Transamerica. Here’s what’s coming next:
- Your transition newsletter – A detailed explanation of how the move to Transamerica works and what you need to do was recently sent to team members’ emails or home addresses
- Your transition website – Access to more information about the move and copies of materials you may need
- Important legal notices about the transition – Find out how your investment options are changing and details about a period of time when you won’t be able to access your account
- Group and individual education meetings about the move and planning for retirement
We want you to be as excited about the move as we are. If you have questions, please contact Nathaniel (Fano) Barton at Soltis Investment Advisors at 800-735-1601 or visit soltisadvisors.com.