Advised Assets Group and Ibbotson Associates— Your Portfolio Management Team.

Each personalized investment portfolio will be provided by Advised Assets Group, LLC, a registered investment adviser, and Ibbotson Associates, an industry leader in asset allocation and investment analytics tools. Both are federally registered investment advisors.

Leveraging sophisticated software technology with professional investment oversight, AAG’s Managed Account service provides participants with an effectively designed, diversified and objectively managed option for optimal account performance over time.

Here’s How Each Portfolio Is Built

Based on the participant information provided, AAG will work with Ibbotson Associates to:

• Determine a specific investment allocation and savings rate recommendation for the investor.
• Assign an investment mix to the account using the current plan options.
• Realign the account to reflect those new funds.
• Check account quarterly.
• On an ongoing basis, we’ll adjust the participant's investment mix over time to align with their unique retirement timeframe and financial picture.
• Although AAG will not manage outside accounts, participants can further personalize their accounts based on information provided about spouses/partners, outside assets, etc.

Participants are regularly informed of their account status through:

• Convenient Web, phone or print enrollment and access
• A Welcome Kit that allows them to preview their initial investment strategy
• Quarterly statements of updates and changes to their account
• An Annual Managed Account Update Report that provides a yearly summary
• Access to Series 65 Licenses AAG Adviser Representatives, who can answer questions and assist with account changes or information updates