Your plan deserves a personal touch. This platform's Service Advantages
include but are not limited to:

► An assigned Consultant

► Partnership capabilities with Investment Advisors

► Plan Sponsor website access

► Participant website access

► Personalized support

► Timely and understandable reports

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Qualified Consultants assigned to design the perfect plan for your business.
Design options include:

► Basic

► Integrated

► Safe Harbor

► Cross Tested

► More complex options are also available

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Qualified Adminstrators assigned to ensure that your plan remains in
compliance with all applicable legal statutes. Compliance Advantages
include but are not limited to:

► Plan Document creation and maintenance

► Annual required testing

► Form 5500 series creation and filing

► Late deferral calculations

► Regulation updates

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Build efficiencies for you and your Investment Advisor through the following
Trading Advantages:

► Open fund selection

► Daily processing

► Electronic contribution import and ACH deduction

► Complete distribution and loan processes

► Form 1099R and 945 processing

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