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Benefit Trust Company is a leading national provider of trust, custody, and fiduciary services for company retirement and benefit plans, banks, public entities, and registered investment advisors. Our firm is grounded in the single-minded focus of helping our clients to manage risk, while simultaneously improving profitability. Our expert team combines objectivity, independent insight, disciplined processes, and total fee transparency to help our clients mitigate their risks and manage the complexities of their fiduciary commitments. We receive tremendous satisfaction from knowing that our clients embrace these values as much as we do.

Summit Trust Company was conceived in late 2003 as a result of the need we saw for a special kind of trust company to serve professional advisors and their clients, and because of the turmoil that was happening in the trust company industry. Trust Companies nationwide were attempting to "bulk-up" their size in a competitive effort to survive a growth frenzy. Many institutions pursued the ill-conceived strategy of creating earnings by relaxing standards and a free-for-all merger and acquisition strategy designed to create size as an end unto itself.

Our founder recognized that an opportunity was at hand to create an institution designed exclusively for a market that was entitled to the kind of service that was now merely history with other national institutions. The idea was to build a financial institution staffed with seasoned, highly competent, experienced and empowered professionals whose knowledge, experience and history of personal service distinguished them from the crowd.

Avatar Associates specializes in tactical asset allocation and manages approximately $962 million in assets. Clients include institutions, wrap brokerage sponsors, financial planners, and private clients. Product offerings include overlay, sector rotation, fixed-income, defensive equity and core equity. Avatar Associates employs a quantitative, top-down, macro-economic model, refined qualitatively by a seasoned research and portfolio management team.

Our mission is to provide above-market investment returns, exceptional client service and multiple strategies to meet our clients' investment needs. In order to achieve these goals, we embrace the values of independent thinking, disciplined investing and devotion to client satisfaction. We stand by these values with the utmost integrity.

The name of the firm is a nod to the Black Knight athletic teams of the U.S. Military Academy at West Point, of which Daryl Dennis is a graduate. The core beliefs embodied by West Point can be found at Black Knight. Discipline, honor, hard work, strategical thinking and performance (which is the equivalent of accomplishing the mission) remain central to the organization today.

Our vision is to provide our clients with above-market returns in lower volatility asset classes so that their participants can achieve their financial goals.

C.S. McKee, L.P. is an independent registered investment advisor, specializing in institutional and retail investment management services, utilizing a variety of investment strategies and styles. The firm, consisting of 38 employees, manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for municipalities, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. Founded in 1931, the Pittsburgh-based firm of professional managers has approximately $8.9 billion under management in over 400 equity, fixed income, and balanced portfolios.

Mission Statement: To deliver portfolio management excellence coupled with outstanding client service.

- Uphold the high moral standards and code of ethics of our member associations, the CFA Institute and the Investment Adviser Association.

- Continually explore the use of technology to enhance the quality of investment decisions.

- Support a business model that encourages the direct relationship between client and investment professionals.

- Provide a professional work environment that encourages personal growth and intellectual freedom.

- Invest our own money in precisely the same way that we invest for our clients.

PRI was founded over twenty-five years ago to provide investment products that seek to deliver attractive returns with relatively low risk. We believe PRI has developed some of the most innovative products in fixed-income investing, and we are proud of our tradition of client service and investment results.

- Extensive research and product development
- Investment Programs have outperformed benchmarks
- Unique expertise and long-term experience investing in U.S. Treasuries

The Rogercasey Retire Funds are designed to provide a single investment solution that automatically adjusts over time to meet the changing risk and return objectives of investors as they approach retirement. As the anticipated target date of retirement approaches, the investment strategy of the portfolio becomes more conservative. The Retire Funds offer:

- A transparent, institutional investment approach that relies on Rogerscasey’s 40 years of working with retirement investors

- Open Architecture / Best In Class Providers where all asset classes and sub-asset classes are included where appropriate, and managers selected based upon their ability to provide the best possible risk adjusted returns

- Independent, thoughtful asset allocation focused solely on meeting investor retirement goals and needs

Sidoxia Capital Management

“Sidoxia”, derived from the Greek word for optimism, is the driving spirit that exemplifies the professional services furnished by Sidoxia Capital Management, LLC. Sidoxia's Fusion portfolios are available as Collective Investment Funds for qualified retirement plans. The aim of Sidoxia’s Fusion portfolios is to maximize the risk-adjusted returns in the context of a broadly diversified balanced portfolio. Besides the clear goal of maximizing risk-adjusted returns, Sidoxia strives to minimize portfolio fees and costs. Sidoxia implements a hybrid approach that actively invests in individual securities and utilizes low cost investment vehicles such as Exchange Traded Funds (ETFs) and index funds to meet fund objectives.

www.sidoxia.com

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401kDIRECT remains steadfast in the commitment to providing clients with completely transparent programs presenting full disclosure of fees and revenue sharing to each and every plan. The company engages local professionals to deliver services in their respective areas of specialization resulting in a higher level of personalized service and better overall support at both the plan and the participant levels.

At the core of 401kDIRECT, is our dedication to quality service. Through the 401kDIRECT program, you can benefit from our experience and dedication to our clients.

Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration services to qualified and non-qualified defined contribution retirement plans from its corporate offices in Great Bend, Kansas. With 13 regional offices located throughout the United States, CPI's consulting and production management staff has more than 270 combined years of experience in the retirement plan industry. CPI currently partners with the nation's most prominent investment institutions and mutual fund companies to provide services to more than 3,000 retirement plan clients and their financial advisers.

For more information about CPI services, visit www.cpiqpc.com or call 800-279-9916, extension 765.

DailyAccess Corporation is an innovative, industry-leading retirement plan services company. We provide solutions-based technologies integrated with professional, personalized client service to enable plan sponsors and financial advisors to deliver the most effective retirement plan available to the participants they serve. We offer our services through financial advisors and deliver recordkeeping and administration services and consulting for defined contribution plans to small to mid-sized plan sponsors.

P&A Retirement Plan Services, part of the Buffalo, NY based P&A Group, is a true open-architecture defined contribution recordkeeper and Third-Party Administrator, providing services to employer sponsored retirement plans in the small to mid-sized marketplace. P&A 401(k), P&A 403(b) and P&A 457 provide real alternatives to the hidden costs and expensive mutual fund options that plague many of the traditional retirement plan platforms.