Welfare Notes - July 2014

July, 2014

Announcement of Investment Changes

To Plan Participants and Beneficiaries of

SUP Money Purchase Pension Plan and SUP 401(k) Plan

Investment Change Announcement Explanation

The Plans’ investment committee recently met to review the performance of Plans investment choices. If an investment choice does not meet the established minimum standards, the committee reviews other alternatives with similar investment objectives to discuss possible replacement options. This important notice is to inform you that the SUP Money Purchase Pension Plan and SUP 401(k) Plan will be making a change to the Plans’ investment options as outlined below. This change is scheduled to go into effect the week of 08/18/2014.

Morningstar   Prior Fund  Ticker  New Fund  Ticker Category
Large Growth  American Century TWCGX MFS Growth R3 MFEHX Growth Inv
The fund below will be added to your Plans and accessible to Plans participants the week of 08/18/2014:
  Ticker   Fund Name    
  MFEHX   MFS Growth R3    

How will this affect me?

During the week of 08/18/2014 assets invested in the prior fund will automatically be transferred to the corresponding replacement fund shown above. In addition, all of your directives for investing future contributions in the prior fund will automatically be changed to the corresponding replacement fund.

Do I need to take action?

No. However, if you want to make changes to your account you can:

Change your investment directives to ensure that future contributions are invested in the investment option of your choice. 

Transfer any balance in this fund to the investment option of your choice. 

These changes can be made using either:

1. Personal Savings Center at www.standard.com/retirement

2. Calling a customer service representative at  800.858.5420

If you have questions, please contact a Standard customer service representative at 800.858.5420.