Overview of 401k Turnaround Capabilities

Our Mission: To Create Successful Retirement Plan Experiences for Plan Sponsors and Their Participants. Our Commitment: To Deliver Significant Resources with Focused Solutions for: SAMPLE TAPE, CO.

Successful Retirement Plan Experiences Our Consulting and Advisory Services Client and Plan Participant Outcomes Top-Tier Investment Options Benchmarking Analysis Provider Committed to Servicing your Plan Investment Due Diligence Education & Advice Beneficial Preparations for Retirement Meetings & Documentation Protected as a Plan Fiduciary Business Model

The 401(k) Coach ® Retirement Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Six steps to building a stronger retirement plan for your company 1 The Retirement Plan Evaluator™ 2 The Retirement Plan Optimizer™ 3 The Fiduciary Shield™ 4 The RFP Manager™ 5 The Edutainment Experience™ 6 The Wealthcare Monitor™

Overview of Services ,[object Object],[object Object],[object Object],The Retirement Plan Evaluator ™ evaluating the current aspects of your plan ,[object Object],[object Object],The Retirement Plan Optimizer ™ maximizing plan efficiency and success ,[object Object],[object Object],[object Object],[object Object],The Wealthcare Monitor ™ measuring and monitoring success at the plan and participant level ,[object Object],[object Object],The Edu-tainment Experience ™ ongoing education with participants for optimal benefits ,[object Object],[object Object],[object Object],The RFP Manager ™ minimizing total plan costs while maximizing the scope and quality of plan provider services ,[object Object],[object Object],[object Object],The Fiduciary Shield ™ serving as your plan’s fiduciary adviser helping to protect plan sponsors from penalties and litigation How we do it What we do

Enhancement Opportunities Cost Investment Management Compliance Employee Communications Technology Services Recordkeeping 401(k) Plan ,[object Object],[object Object],Cost ,[object Object],[object Object],Investment Management ,[object Object],[object Object],[object Object],[object Object],[object Object],Compliance ,[object Object],[object Object],[object Object],[object Object],Employee Communications ,[object Object],[object Object],[object Object],[object Object],Technology Services ,[object Object],[object Object],[object Object],Recordkeeping Description Component

Fiduciary Considerations The steps under ERISA 404(a) and 404(c) are numerous and complex: this is only an overview. 404(a) Fiduciary Duties Quantitative & Qualitative Fund Analysis Prudently Select Investments Consistently Implement Results Independently Monitor Investments Defray Reasonable Expenses Investment Policy Statement (IPS) Follow Plan Document 404(c) Protection for Participant Investment Decisions Sufficient Investment Information & Education Description of Fees & Expenses 404(c) Policy Statement And Employee Notice Copy of Prospectus Description of Investment Alternatives and Fund Facts Broad Range of Investment Options Voting and Tender Rights (if applicable)

Fiduciary Considerations Advisory Oversight ,[object Object],[object Object],Fiduciary Assessment ,[object Object],[object Object],[object Object],[object Object],Plan Design ,[object Object],[object Object],[object Object],[object Object]

Proposed Assignment for: SAMPLE TAPE, CO. Initially ,[object Object],[object Object],[object Object],Ongoing ,[object Object],[object Object],[object Object],[object Object],[object Object]

Overview of 401k Turnaround Capabilities

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