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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 SaveDaily - Aggressive Growth Aggressive Growth SaveDaily SaveDaily - Balanced Balanced SaveDaily SaveDaily - Growth Growth SaveDaily SaveDaily - Income Income SaveDaily SaveDaily - Preservation of Capital Preservation of Capital SaveDaily Investment - Qualified Manager More Neuberger Berman - Growth Growth Neuberger Berman Neuberger Berman - Growth and Income Growth Neuberger Berman Neuberger Berman - Income Income Neuberger Berman Neuberger Berman - Income and Growth Income Neuberger Berman SaveDaily Aggressive Growth - Qualified Aggressive Growth SaveDaily SaveDaily Balanced - Qualified Balanced SaveDaily SaveDaily Growth - Qualified Growth SaveDaily SaveDaily Income - Qualified Income SaveDaily SaveDaily 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 AIM International Core Equity Investor Growth International IIBCX AIM Large Cap Growth Investor Growth Large Cap LCGIX AIM Structure Core Investor Class Growth Large Cap SCNUX Brown Capital Management Small Company Fund Aggressive Growth Small Cap / Mid Cap BCSIX Calvert Capital Accumulation A Growth Small Cap / Mid Cap CCAFX Dreyfus Bond Market Index Investor Income Fixed Income DBMIX 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 Preservation of Capital Money Market DGVXX Dreyfus Premier Small Cap Value A Growth Large Cap DSVAX Dreyfus Us Treasury Intrm Term Income Fixed Income DRGIX Edgar Lomax Value Growth Large Cap LOMAX Fidelity Cash Reserves Aggressive Growth Money Market FDRXX ING Classic Money Market Fund A Preservation of Capital Money Market IMMXX Janus Balanced Balanced Large Cap JABAX Janus Enterprise Growth Small Cap / Mid Cap JAENX Lou Holland Growth Growth Large Cap LHGFX Pimco Low Duration Administrative Income Fixed Income PLDAX Pimco Total Return Administrative Income Fixed Income PTRAX Profit Value Fund Growth Large Cap PVALX State Street Institutional Treasury Plus Fund - Investor Shares Preservation of Capital Money Market TPVXX Touchstone Large Cap Growth A Growth Large Cap TEQAX Investment - Qualified Class Symbol More AIM International Core Equity Investor - Qualified Growth International IIBCX AIM Large Cap Growth Investor - Qualified Growth Large Cap LCGIX AIM Structure Core Investor Class - Qualified Growth Large Cap SCNUX Dreyfus Bond Market Index Investor - Qualified Income Fixed Income DBMIX Dreyfus General Money Market Fund - Qualified Preservation of Capital Money Market GMBXX Dreyfus Government Cash Management Fund - Qualified Preservation of Capital Money Market DGVXX Dreyfus Us Treasury Intrm Term - Qualified Income Fixed Income DRGIX ING Classic Money Market Fund A - Qualified Preservation of Capital Money Market IMMXX Janus Balanced - Qualified Balanced Large Cap JABAX Janus Enterprise - Qualifed Growth Small Cap / Mid Cap JAENX State Street Institutional Treasury Plus Fund - Investor Shares Preservation of Capital Money Market TPVXX Touchstone Large Cap Growth A - Qualified Growth Large Cap TEQAX

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