Meridien Private Briefing

10 Dorrance St., Suite 524, Providence, RI 02903 Phone: (401) 272-7070 Facsimile: (401) 331-8964 Prepared for: Email: meridien@meridienonline.com www.meridienonline.com 1601 Trapelo Road, Suite 212, Waltham, MA 02451 Phone: (866) 871-9963 Facsimile: (401) 331-8964 Private Briefing Presented By: Meridien Benefits, Inc. April 2010 A sustaining SBANE Partner

Meridien’s Timeline ©2010: Meridien Benefits, Inc. 1975 Meridien founded as operating company for sales and service of life insurance products to corporations and affluent individuals. Meridien co-founded New England Trust Company. In just 10 years assets under management grew to over $1 billion. Sold to First of America (National City Bank). 1980 Pension Services, Inc. founded as wholly-owned subsidiary to provide actuarial, administrative, record-keeping and comparative services for over 500 qualified retirement plans. 1982 Meridien Financial Group, Inc. formed. A FINRA Broker-Dealer focused in asset gathering for 401(k) and other qualified retirement plans. 1990 - 2009 Firm becomes member of the M Financial Group. 1997 Firm perfects its proprietary process for 401(k) system(s) asset gathering. 2000 Firm’s 401(k), investment assets and insurance assets under management exceeds $500 million. 2005 to present Meridien Benefits is endorsed by SBANE as its 401(k) provider. 2007 Meridien Team is selected by Plan Sponsor Magazine as one of the “Best of the Best” and most successful retirement plan advisers in the nation. 2009 Attained 98% retention rate of corporate Client

©2010: Meridien Benefits, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Meridien Benefits, Inc. Qualified & Non Qualified Plans

Corporate Structure ©2010: Meridien Benefits, Inc. Marketing Service Support Staff Licensed Marketing Professionals Relationship Managers Support Staff Operations Finance and Information Technology Support Staff Meridien Benefits – Human Resources

©2010: Meridien Benefits, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Our Services Non-Qualified Plans ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Some of the services that we may provide you include: Qualified Retirement Plans

Employee Education & Communication Section Four

©2010: Meridien Benefits, Inc. Typical Plan Selection Process ,[object Object],[object Object],[object Object],[object Object],Custom Design Plan Contact Providers/ Carriers ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Select Finalists Client Presentation & Provider Tours (as applicable) What we do:

Employee Communication Program ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],©2010: Meridien Benefits, Inc.

Employee Education Process ©2010: Meridien Benefits, Inc. Step 1 Goals Meeting to determine goals. Step 2 Action Plan Meridien develops custom communication program along with specialist at provider (i.e. dedicated communication Specialist). Custom Group Meeting Presentation Custom Announcement Letter Manager and Key Employee Group Meetings Selection of Employee Enrollment Materials One-on-One Enrollment Meeting Step 3 Ongoing Education ,[object Object],[object Object],[object Object],[object Object],Announcement of any Fund Changes or Enhancements of Investment menu Replacement of Under Performing Funds Personalized assistance for executives Garner Support for New Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],Ongoing Enrollment Support Group and One-on-One enrollment

Plan Review Process ©2010: Meridien Benefits, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

©2010: Meridien Benefits, Inc. Current Plans XYZ Investment Company Servicing Review as of January 1, 2010 As rated by ABC Company’s Human Resources Department 5, on a scale from 1 (best) to 5 (poorest). ABC, Inc. Score: 2.47 Perfect Score: 1.00 Meridien Goal: 2.00 Category Score ,[object Object],2 ,[object Object],2 ,[object Object],4 ,[object Object],4 ,[object Object],2 ,[object Object],2 ,[object Object],[object Object],[object Object],[object Object],4 2 2 ,[object Object],2 ,[object Object],2 ,[object Object],1 ,[object Object],2 ,[object Object],3 ,[object Object],3

Following is a checklist of items that will enable us to provide you with an accurate retirement plan system comparison. Please provide us with as many of the following as possible: Retirement Plan Comprehensive Analysis Required Items

Meridien References Section Six

Meridien Private Briefing

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