Is there anything I need to do before my account transitions to the new platform?

Your account will automatically transition to the new platform. A brief blackout period is expected to begin at end of business on January 28, 2026. During this time account access will be unavailable.

Before January 28:

• Make any desired changes to contributions or investments.
• Save any documents you may need during the blackout period, such as confirmations of investments and deferrals and tax forms.