Site Help  |  About Us  |  Contact Us  |  My Profile     Home / Retirement Plan Communications Group Variable Annuity and bundled Mutual Funds This page is dedicated to communications which are targeted to Plan Sponsors and Participants of our variable annuity and mutual fund retirement programs. We will update it with new communications as they are mailed. New Custody & Service Agreements for Mutual Fund Plan Sponsors The documents listed below are samples for reference only. Communication Piece Date Audience Description Plan Information and Recordkeeping services agreement 3/07 Plan Sponsors Recordkeeping contract between Symetra Financial and the Plan Sponsor Schedule A 3/07 Plan Sponsors Description of the recordkeeping services that Symetra will provide to plan sponsors Schedule B 3/07 Plan Sponsors Disclosure of the recordkeeping fees Symetra charges Schedule C 3/07 Plan Sponsors Investment options available within a given plan Custodian Agreement for RSM 3/07 Plan Sponsors Custodial agreement between the Plan sponsor, State Street Bank, and Symetra Financial Incumbency certificate 3/07 Plan Sponsors Plan sponsor disclosure and certification of the persons who may act on its behalf Secretary’s Certificate 3/07 Plan Sponsors Custodial agreement between the Plan sponsor, State Street Bank, and Symetra Financial for plan secretary Certified Copy of Resolution of Partners 3/07 Plan Sponsors Custodial agreement between the Plan sponsor, State Street Bank, and Symetra Financial for Plan partners Direct (ACH) Payment Form 3/07 Plan Sponsors Agreement allowing State Street bank to draft ACH payments for plan contributions. Stable Value Fund Agreement 3/07 Plan Sponsors Agreement to include the Stable Value Fund as a plan investment option. Pioneer Mapping — Group Variable Annuity Communication Piece Date Audience Description Plan Sponsor Letter #2 12/2006 Plan Sponsors Reminder that changes are being made to participant accounts. Participant Letter – Employer affirmed our decision 12/2006 Participants Explanation of gains and/or loss re-imbursement. Participant Letter – client has had ongoing contributions 12/2006 Participants Pioneer Class I re-opening and explanation of gains and/or loss re-imbursement. Participant Letter – client has not had ongoing contributions 12/2006 Participants Pioneer Class I re-opening. Agent letter 10/25/2006 Agents Outlines the situation and the changes we are making to participant accounts. Plan Sponsor letter 10/30/2006 Plan Sponsors Performance Summary 10/25/2006 Agents and Plan Sponsors Compares the performance returns of the affected portfolios. How Symetra is handling your clients 10/25/2006 Agents Presents various clients scenarios and how Symetra is handling each situation. Fund Additions and Re-organizations — Multi-Share Class Communication Piece Date Audience Description Plan Sponsor letter 10/04/2006 Plan Sponsors who approved our due diligence changes Letter to remind Sponsors that Participant accounts will be changed. A sample of the Participant letter is included. Participant letter 10/13/2006 Plan Participants Letter telling Participants of the upcoming changes to their accounts. AIM Re-organization and Pricing Error — Group Variable Annuity Communication Piece Date Audience Description Plan Sponsor letter 04/2006 Plan Sponsors Outlines the re-organization of portfolios by AIM Investors and our internal pricing error. Participant letter 04/2006 Participants investing in AIM portfolios JPMorgan Mid Cap Value closure — Group Variable Annuity Communication Piece Date Audience Description Agent letter 02/2006 Agents Explains the closure of the Mid Cap Value portfolio by JPMorgan and the options for those participants with assets invested in the option. Plan Sponsor letter 03/2006 Plan Sponsors Participant letter 03/2006 Participants investing in Mid Cap Value portfolio Participant Allocation Form 03/2006 Participants Form to make changes to their account. Scudder name change — Group Variable Annuity Communication Piece Date Audience Description Plan Sponsor letter 03/2006 Plan Sponsors Explains the re-naming of two Scudder portfolios. Participant letter 03/2006 Participants investing in Scudder portfolios Custody & service agreements Pioneer mapping Fund adds and re-orgs AIM re-org and pricing JPMorgan closure Scudder name change Related Links Individual VA communications Symetra.com  |  SIS  |  Commercial Mortgage      Copyright © 2004 - 2010 Symetra® and the Symetra Financial logo are registered service marks of Symetra Life Insurance Company. All rights reserved. Policies.