Normal SDBA Trading and Transfer Activity Resumed on July 8

New accounts can be opened and NRECA’s Employee Benefits website and phone system are updated.

The SDBA blackout period ends with the completion of the transition to TD Ameritrade.

Beginning July 8, 2014, self-directed brokerage account (SDBA) participants are once again able to change existing investment elections or execute fund transfers between their SDBA and the core funds in the 401(k) Pension Plan. Additionally, all new accounts are now being opened with TD Ameritrade, Inc. SDBA changes have been updated on NRECA’s Employee Benefits website and phone system. A new SDBA section in the BA Assistant designed to help you support your employees will be available at the end of July.

If you or your employees have questions about the SDBA option or general financial planning questions, contact the Personal Investment & Retirement Consulting (PIRC) team at 1.866.673.2299 (option 5, then 2) or email pirc@nreca.coop.

For assistance with opening or closing an SDBA, participants can call the Member Contact Center at 1.886.673.2299 or email contactcenter@nreca.coop.

For questions about their SDBA assets, trades or transfer activity, participants can contact TD Ameritrade’s Participant Services Center directly by calling 1.866.766.4015 or email clientservices@tdameritraderetirement.com.