Your EverTrue Retirement Benefits are on the move!

Get ready, your EverTrue Retirement Tax-Deferred Savings and Match Plans are on the move! EverTrue Living is pleased to communicate changes coming to the EverTrue Tax-Deferred Savings Plans (403b and Roth) and Retirement Match.

The EverTrue Tax-Deferred Savings Plans (403b and Roth) and Retirement Match (“the Plan”) are an important part of our overall total rewards package. EverTrue is committed to providing you the opportunity to save toward a financially independent retirement. We regularly review our benefits and providers on a regular basis to ensure that we are providing the best value for our participants.

In January 2026, the Plan will introduce design enhancements, powerful new features, and a new recordkeeper, Voya (currently OneAmerica). No action is required, but here are some ways you can prepare:

Watch for an information package coming soon in the mail.

Be sure to read the transition newsletter, which will be mailed to your home address the week of November 3, 2025. It explains how your Plan is changing and what to expect. You will also find information on your new investment options.

Be aware of upcoming “blackout dates”.

Starting on December 19, 2025, there will be a brief period when you will not be able to access your account while we complete the Plan move to Voya. You will find these dates and more details in the newsletter.

Get to know Voya.

Your Plan’s new recordkeeper will offer a range of helpful resources including a new plan website, the Voya Retire mobile app, and a variety of saving and investing tools to help you make informed decisions.

Preparing for retirement is a journey we are all on together. So set your sights on a more secure future.

If you have any questions, please contact your Human Resources Manager.

Thank you,

Denis Thien, EverTrue Director of Total Rewards