An Important Message About Fourth Quarter Statements

Fourth quarter statements are now available to all participants within Account Access under the Statements & Confirms tab. For those who do not have an email address on file, or who have opted out of receiving eDelivery notifications, you will receive your paper statement(s) in the mail soon.

Here are a few important notes about your fourth quarter statement:

• In an effort to trim participant costs and be environmentally friendly, those who had an email address on file with the previous record keeper (ING) were enrolled in eDelivery with the new record keeper, ICMA-RC. This means most participants should have received an email prompting them to log on to Account Access to view their quarterly statement(s). The conversion to eDelivery was highlighted in both a transition email and letter sent in late September and early October 2011, respectively. Learn more about eDelivery and your statement delivery options within the Plan Highlights and FAQ sections of this site.
• An incorrect date range of October 1, 2011 - December 31, 2011 is listed on all statements. In reality, your statement’s starting date is November 8, 2011, when your assets were transferred from ING to ICMA-RC. For performance data before November 8, 2011, consult your closing statement from ING.
• The "Contributions to Date" line item within the “Contribution Summary” section includes contributions you made to ICMA-RC in November and December, as well as the assets converted from ING to ICMA-RC on November 8, 2011. Therefore, the total dollar amount listed in "Contributions to Date" is incorrect and should not be used as an official 2011 contribution total. Please refer to your payroll records for official 2011 contribution amounts. Consult your closing ING statement to see the actual amount converted to ICMA-RC during the record keeper transition.