As a plan sponsor, no one needs to educate you about the importance of managing the fiduciary duties associated with your employer-sponsored benefits plan. In this increasingly litigious and complex investment environment, the challenge of trying to strike the proper balance between the risk and return of your investment choices is more daunting than ever.

Let AAG Help You Balance Risk with Reward

As a federally registered investment adviser with the Securities and Exchange Commission, Advised Assets Group, LLC (AAG) offers two levels of services designed to assist plan sponsors and the committees to which they report with the review and monitoring of the menu of investment options made available to their participants.

AAG’s Informed Sponsor^SM is ideal for those plan sponsors who simply need objective, quantitative data about their plan’s variable investment options.

AAG’s Advised Sponsor^SM provides customized performance reporting for
non-ERISA plans only.

AAG can partner with you or your current investment broker/consultant to
provide a range of plan evaluation services that not only help protect you with
solid, financially sound principles and protocols, but ultimately help provide the highest quality plan possible.

AAG provides independent analysis of investment options and services related to defined contribution retirement plans, including:

• Development of appropriate investment guidelines for plans on customized investment lineups
• Consultation to boards, committees and other oversight groups to provide investment analysis on plan options
• Evaluation of historical fund performance, leveraging industry best practices and sophisticated software modeling from Morningstar^® and ZephyrStyle
  ADVISOR^®
• Fund manager screening and searches to expand or replace investment offerings to achieve optimal plan performance