MISSION STATEMENT

To help you create and maintain a high-quality retirement plan by providing a superior level of plan service and ongoing educational support for your participants.

OVERALL RETIREMENT PLAN SERVICING PHILOSOPHY...We Believe

• That your retirement plan should offer a variety of investment options with a full spectrum of objectives.

• That helping participants learn about retirement plan investing encompasses everything from enrolling in the plan all the way through to distribution planning.

• You have more strategic things to do than worry about every little detail of your plan’s administration.
• That any and all fees associated with your retirement plan should be reasonable.

PLAN SPONSOR SUPPORT...Our RJ Financial Advisors Will

• Help you evaluate the costs of multiple provider proposals.

• Show you how to create a diversified menu of investment options.

• Help you review your investments annually.
• Walk you through a “fiduciary checklist” and provide you with educational materials specifically designed for plan sponsors.

COMMITMENT TO PARTICIPANT EDUCATION AND ONGOING SERVICE...We Will

• Provide customized enrollment books and personally conduct the enrollment meeting for your new retirement plan.

• Make sure your plan receives periodic retirement plan education, targeted to meet the needs of your employees.

• Help to facilitate rollovers for your participants when they leave the plan.