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Dear NorthStar Team,
We understand that there are many outstanding questions surrounding the recent conversion of the NorthStar Anesthesia 401(k) Plan to Transamerica. Our goal is to provide a top-notch retirement plan experience, and we recognize that this transition fell short of that for many of you.
To that end, your NorthStar Benefits team, in partnership with our retirement plan service providers, has taken a number of steps to ensure that your experience moving forward is greatly improved. We hope that this message provides you with a better understanding of who to contact and what you can expect, and familiarizes you with our new providers.
Also, starting today when you contact Transamerica, all NorthStar teammate calls will be handled by a group of specially trained representatives that are familiar with the intricacies of our retirement plan. This advanced call center group will be able to address your questions and help facilitate any transactions that you wish to accomplish. To ensure that you are connected directly to this group, please be sure to enter your personal identifying information at the prompt when you call Transamerica at 800-401-8726.
Meet Our New Retirement Plan Service Providers
You now have access to multiple new resources available when it comes to assisting with your retirement and financial planning needs.
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Transamerica is our retirement plan provider and is the entity you should go to for all retirement plan transactional needs. Please reach out to Transamerica at http://www.transamerica.com/portal/NorthStar or via phone at 800-401-8726 if you wish to enroll in the plan, make changes to your investment line-up, change your beneficiary, request a distribution, or simply increase your savings amount.
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NPPG is another entity working with Transamerica on processing transactions for our plan. You may see them referenced on plan paperwork and forms as our Plan Administrator. If you have submitted either a distribution or Roth in-plan conversion form and would like to check on the status, you may call the Transamerica call center at 800-401-8726.
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Creative Planning Retirement Services provides Financial Wellness consulting for all NorthStar teammates. Mark Murray is our Creative Planning Financial Wellness Consultant and can help you with any questions you have regarding individual financial situations or personal financial decisions, such as: How much should I save? What do I do with my old 401(k)? When can I retire? How can I better manage debt?
Use the chart below for additional information on which party to contact depending on your question or need. (You can also download and print this complete memo by clicking on the button below, which includes FAQs about Voluntary After-Tax Contributions and Roth In-Plan Conversions along with FAQs about the Lincoln Financial Stable Value Fund.)
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