<p>< TPA /Plan Branding> <current date></p><p>Sample Client Communication to Participants</p><p>New Paperless Options for Monitoring your Retirement Account </p><p>New Delivery With our new eDelivery feature, you can to choose how you wish to be notified of Options changes to your retirement account, such as password changes, account transfers, and beneficiary information. The following secure delivery options are available for your plan: Email message only Text message only (mobile phone) Email message and text message Paper only (confirmation letter sent by regular mail)</p><p>Benefits of When compared to traditional paper notifications, the advantages Online of online delivery (email and text) are compelling. Delivery With online delivery, you can  Save time. Receive instant confirmation of account changes, while paper notifications are delayed to allow time for printing and mailing.  Save money. Pay no fee for printing or mailing costs.  Save trees. Help protect the environment.</p><p>Flexibility of To provide you with maximum flexibility of choice, the new online delivery options Choice allow you to select a separate method of delivery for each of the following categories of account activity:  Financial Transactions—Includes changes to savings or contribution rate, future investment elections, transfers and realignments.  Personal Information—Includes changes to beneficiary information, benefit statement preference, and eDelivery preference(s).  Security—Includes changes to PIN/password, Alternate ID, secret question & answer, email address, and postal address. </p><p>Availability Beginning <date of rollout>, the first time you log on to your retirement account, you’ll be asked to select your delivery preferences. After that one-time process, you can change your selections at any time using the Delivery Notifications options on the Participant Summary page of your retirement account Web site. Note: If selecting the email delivery option, you must first provide a valid email address. The text delivery option requires a valid mobile phone number. </p><p>Contact For more information on the new online delivery options, contact your plan administrator at <Plan contact>.</p>