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

ASSET PROTECTION

• Dedicated Government team with quantitative goals of keeping money in plans, rolling money into
plans, and ever improving customer service scores

• Approximately 60% of calls involve distributions, and the dedicated Government team focuses on stay
in plan

• Consultants act in the best interest of employees

• Consultants make distribution options easy to understand using fair and balanced conversations

• Leveraging distribution programs has a positive impact on reducing cash-out activity and improving

in-plan retention

• We provide results via plan-level reporting

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