Saturday, May 25, 2013

Participant Support

Topics Support Overview Advisory Services Available Accounts Available Investments Available Merchants Agreements and Documents Frequently Asked Questions Printable Forms Email Support Telephone Support Postal Mail Support Available Investments Managed Advisory Allocations We've engaged professional Money Managers to create a number of 'Managed Advisory Allocations' using nationally known mutual funds. Each Managed Advisory Allocation is designed to address the unique needs of individual investors - from the ultra-conservative investor to the highly aggressive investor - by allocating investment dollars across a number of mutual funds to accomplish a specific investment objective. These allocations are subject to an Advisory Fee. For complete information on any of the Managed Advisory Allocations offered and the mutual funds underlying the allocations, please consult the two tables below. Note that the table marked 'Investment - Non-Qualified' lists investments available to Individual, Joint, and Custodial accounts. While the table marked 'Investment - Qualified' lists investments available to Traditional IRA, ROTH IRA, and Education Savings accounts. Investment - Non-Qualified Manager More Bwn Aggressive Growth Aggressive Growth SaveDaily Bwn Balanced Ii Balanced SaveDaily Bwn Growth Ii Growth SaveDaily Bwn Income Ii Income SaveDaily Bwn Preservation Of Capital Preservation of Capital SaveDaily Investment - Qualified Manager More Bwn Aggressive Growth - Qualified Aggressive Growth SaveDaily Bwn Balanced Ii - Qualified Balanced SaveDaily Bwn Growth Ii - Qualified Growth SaveDaily Bwn Income Ii - Qualified Income SaveDaily Bwn Preservation Of Capital Preservation of Capital SaveDaily Bwn Preservation Of Capital - Qualified Preservation of Capital SaveDaily Mutual Funds As an Investor in this program, you have the following nationally known Mutual Funds available to you. Each has been designed by its Investment Company to address a unique set of investor needs - from the ultra-conservative investor to the highly aggressive investor. For complete information on any of the Mutual Funds offered, please select the associated prospectus link in the table below. Note that the table marked 'Investment - Non-Qualified' lists investments available to Individual, Joint, and Custodial accounts. While the table marked 'Investment - Qualified' lists investments available to Traditional IRA, ROTH IRA, and Education Savings accounts. Investment - Non-Qualified Class Symbol More ARIEL APPRECIATION Aggressive Growth Small Cap / Mid Cap CAAPX ARIEL FUND - NON QUALIFIED Growth Small Cap / Mid Cap ARGFX BROWN CAPITAL MGMT SMALL COMPANY INST. Aggressive Growth Small Cap / Mid Cap BCSIX BROWN CAPITAL MGMT. MID-CAP NON-QUALIFIED Aggressive Growth Small Cap / Mid Cap BCMSX CALVERT CAPITAL ACCUMULATION CLASS A Growth Small Cap / Mid Cap CCAFX DREYFUS GENERAL MONEY MARKET FUND Preservation of Capital Money Market GMBXX DREYFUS GOVERNMENT CASH MANAGEMENT FUND Preservation of Capital Money Market DGVXX EDGAR LOMAX VALUE Growth Large Cap LOMAX INVESCO INTL CORE EQUITY INV CL Growth International IIBCX INVESCO VAN KAMPEN AMERICAN FRANCHISE A Growth Growth VAFAX JANUS BALANCED-NON QUALIFIED Balanced Large Cap JANBX LOU HOLLAND GRWTH FD INVESTOR SHS Growth Large Cap LHGFX NEUBERGER BERMAN CORE BOND FUND Income Fixed Income NCRIX PIMCO TOTAL RETURN ADMINISTRATIVE SHS Income Fixed Income PTRAX THE PROFIT FUND Growth Large Cap PVALX Investment - Qualified Class Symbol More ARIEL APPRECIATION Aggressive Growth Small Cap / Mid Cap CAAPX ARIEL FUND Growth Small Cap / Mid Cap ARGFX BROWN CAPITAL MGMT SMALL COMPANY INST. Aggressive Growth Small Cap / Mid Cap BCSIX BROWN CAPITAL MGMT. MID-CAP NON-QUALIFIED Aggressive Growth Small Cap / Mid Cap BCMSX CALVERT CAPITAL ACCUMULATION CLASS A Growth Small Cap / Mid Cap CCAFX DREYFUS GENERAL MONEY MARKET FUND Preservation of Capital Money Market GMBXX DREYFUS GENERAL MONEY MARKET FUND - QUALIFIED Preservation of Capital Money Market GMBXX DREYFUS GOVERNMENT CASH MANAGEMENT FUND - QUALIFIED Preservation of Capital Money Market DGVXX EDGAR LOMAX VALUE - QUALIFIED Growth Large Cap LOMAX INVESCO INTL CORE EQUITY INV CL Growth International IIBCX JANUS BALANCED - QUALIFIED Balanced Large Cap JANBX LOU HOLLAND GRWTH FD INVESTOR SHS Growth Large Cap LHGFX NEUBERGER BERMAN CORE BOND FUND Income Fixed Income NCRIX THE PROFIT FUND Growth Large Cap PVALX

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