Page 66 - OctDefComp

5

S U P P O R T I N G THE RE TI RE ME N T J O URN E Y

ASSET CONSOLIDATION

Rolling money into your plan:

Benefits to employees:

• Easy, “white-glove” assistance

• Savings and investment engagement

• Opportunity to help reach goals

Benefits to plan sponsors:

• Relieves administrative burden

• RSG qualifies the account

• Facilitates ability to reach retirement income goals

FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. FOR ILLUSTRATIVE PURPOSES ONLY.