February 28, 2020
RecordkeeperDirect to transition to paperless statements
For RecordkeeperDirect® plans,* participant quarterly account statements will be posted online only starting with the June 30, 2020, statement unless directed otherwise.
Electronic statements are environmentally friendly and provide fast, convenient and secure online access.
Earlier this month, we sent an email to RecordkeeperDirect plan sponsors to notify them about this upcoming change, as well as directions on how sponsors can continue having paper copies mailed to participants each quarter.
In the second quarter of 2020, we’ll notify RecordkeeperDirect participants about the change with an email or letter, which will also include instructions on how to continue receiving paper statements.
If you have any questions, please call us at (800) 421-6019.