ManagedPlan - Participant Services

AdvisorPlan

PCSCapital

ManagedPlan is dedicated to keeping Plan participants informed about their investments and the benefits of sound retirement planning. To accomplish this, plan participants are provided with a variety of ongoing education and support services that help them understand the basics of retirement planning, the way the plan works, and keeps them informed regarding the status of their accounts. These services include: Enrollment and Education Materials including: Unbiased investment selection by independent investment advisors Investment strategies offering instant asset allocation, diversification and automatic rebalancing Dynamic, on-line risk tolerance questionnaire Established records of performance Quarterly statements with personalized performance Participant Internet Access and 24 Hour Toll-Free Telephone Access! Current Balance Lookup - by Fund, by Source, and by Fund & Source, Mutual Fund Performance provided by Standard & Poor’s Dynamic On-line Risk Tolerance Questionnaire Hyperlink to Morningstar® Snapshot Report for Each Fund Personalized rate of return for most recent 12 months, 4 quarters and 3 years On-line Prospectuses – Direct Link to SEC Edgar Database Statement Generation for Any Date Range Historical Quarterly Statements Transaction History Download – Ability to Download Transaction History into Financial Management Software such as Microsoft Money and/or Quicken Current Savings Adjustments to Investments by Percent, by Dollar, and by Fund Reallocation Ability to Create a Single or Recurring Rebalance Transaction Future Savings Adjustments by Percent per Fund Loan Balances and Loan Modeling Financial Planning Calculators Enotification of Statements and Confirmations Customized Plan Summary Spanish Language Availability In-Service and Hardship Withdrawal Amount and Form Request Automated Distribution Requests Participant educational materials Toll Free Telephone Support Available to Plan Participants Including: Current balance inquiry - by fund, by source, and by fund & source, Fund Performance Fund NAV Current savings adjustments to investments by percent, by dollar, and by fund reallocation Future Savings adjustments by percent per fund Salary deferral changes - by percent Loan balances and loan modeling PIN Management In Service and Hardship Withdrawal amount available Automated Telephone Support is Available in both English and Spanish Wallet card detailing the decision tree of available options through the VRS Live customer service representative for English and Spanish speaking participants available Monday through Friday from 8:00am EST to 7:00pm EST. Next		Meeting the Needs of Broker Dealers • Services for Broker Dealers Meeting the Needs of Plan Advisors • Services for Financial Advisors Meeting the Needs of Plan Sponsors • Services for Plan Sponsors • Services for Plan Participants • Fiduciary Services Plan Types Offered

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