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Key Transition Dates
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Review the following calendar of events so that you can understand how account activities will be affected during the blackout period. This calendar will help you plan for any transactions that you would like to make before the blackout period begins.
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Key Date
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Plan Activity
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What It Means to Me
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Nov. 15, 2007
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The Ameren Resource Center opens for questions.
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You can contact the Ameren Resource Center at 877.7my.Ameren or 877.769.2637 to ask questions about the transition and the new SIP enhancements.
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Dec. 3–18, 2007
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Online and face-to-face transition workshops will be held.
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Learn more about how the SIP will transfer to Fidelity: Fidelity Workshops
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Dec. 18, 2007, 3 p.m. CST
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Last day to pay off an existing loan at Benefits Express.
Paperwork for the following must be received in good order by Benefits Express:
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After this date, you cannot request these transactions until after the blackout period ends (expected to be the week of Jan. 6, 2008).
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Hardship Withdrawal
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Rollover
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Dec. 27, 2007, 3 p.m. CST
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Last day to request the following at Benefits Express by logging on to Your Benefits Resources (YBR) or calling Benefits Express at 888.768.3323:
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After this date, you cannot request these transactions until after the blackout period ends (expected to be the week of Jan. 6, 2008).
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Loans
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In-Service Withdrawal
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Distribution
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Dec. 28, 2007, 3 p.m. CST
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Last day to request the following at Hewitt Associates by logging on to Your Benefits Resources (YBR) or calling Benefits Express at 888.768.3323:
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After this date, you cannot request these transactions until after the blackout period ends (expected to be the week of Jan. 6, 2008).
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Exchange (transfer) between investment options
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Change your future contribution percentages
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Change how your future contributions will be invested
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Last day to access and view your account balance at Your Benefits Resources (YBR).
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Dec. 31, 2007, 3 p.m. CST
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Last day to contact Benefits Express for information regarding your SIP account by calling 888.768.3323.
Account balances will be valued after the close of the market, usually 3 p.m. CST.
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After this date, you will no longer have access to Benefits Express for 401(k) information.
Your SIP assets will be invested in your current investment options.
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Jan. 2, 2008
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SIP assets are scheduled to be transferred to Fidelity. See Impact to my Investment Options.
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SIP assets will be transferred to Fidelity in your current investment options on Jan. 2, 2008.
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Week of
Jan. 6, 2008
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Account balances in the Balanced Fund are scheduled to be transferred to one of the Target Retirement Date Funds, based on age.
The blackout period is expected to end and the Ameren Resource Center opens for all plan services.
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The Balanced Fund assets will be invested in the new Target Retirement Date Funds during the week of Jan. 6, 2008.
You can now go to www.myAmeren.com or call the Ameren Resource Center at 877.7my.Ameren or 877.769.2637 for the following:
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Request exchanges (transfers) among investment options
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Review your account balances
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Request loans, withdrawals, and distributions
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Roll over eligible balances from another employer-sponsored plan
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Jan. 2008
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Final account statement from Benefit Express will be mailed.
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Use this statement to ensure that your SIP balances transferred accurately from Hewitt to Fidelity.
Once the transition is complete, you may obtain an account statement through Fidelity for any time period you specify, beginning January 2, 2008, or later, upon request at www.myAmeren.com or calling the Ameren Resource Center at 877.7my.Ameren or 877.769.2637.
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