Issue link: https://resources.envestnet.com/i/1533357
2 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Partner every step of the way Whether you are a retirement plan expert or looking to advise on your first plan, our team and technology are here to help you win business. Flexibility Our fiduciary services platform offers you and the plans you advise nearly unmatched flexibility. Seamlessly add our services onto existing plans with minimal disruption to that plan and its participants. Thanks to our extensive selection of over 120,000 investment options that we monitor on a quarterly basis and relationships with all of the largest recordkeepers, it is common for plans to keep most, if not all, of their current investment menu. Additionally, as time goes on and we recommend changes to the plan's line-up, if you do not like our recommendation, we can provide other options within the same asset class and style that meet our criteria. All of this is designed to simplify the process for you, your plan sponsors, and their participants, while also providing robust and dependable fiduciary support. Retirement SCORE Our Retirement SCORE has been built to provide a disciplined and systematic process for investment selection and monitoring. It evaluates all plan-designated investment alternatives in each peer group and prioritizes investment options based on the following criteria: Style 10% Cost 10% Organization 10% Risk 35% Execution 35% Pre-Sale Post-Sale S C O R E Proposal Using our technology, you can generate a full proposal for a plan, including fees, within minutes Fund Lineup Flexibility With over 120,000 investment options on our platform, we can accommodate most existing plans Service Provider Integrations We allow integrations with nearly any recordkeeper or other service provider within one single portal 4 Ongoing Monitoring & Action Quarterly reporting showing you and your client our score of the plan's options and changes we made within the plan 1 2 3