401(k) Services

Our 401(k) Services

· Recordkeeping - daily valuation of participant accounts by contribution source and investment option

· Participant Access to Account Information and Transactions - through a toll-free automated Voice Response Unit (VRU) or through the Internet

· Plan Sponsor Access to Participant Account and Plan Level Information - through the Internet

· Quarterly Participant Statements

· Plan Sponsor Reports - for tracking account-level and plan-level activity

· Nondiscrimination and Other Compliance Testing

· Signature-Ready Government Reports

· Education and Investment Advice - provided through MasteryPOINT®

· Compliance Assistance - help with the technical rules of the IRS and the Department of Labor

· Service Conversions - a smooth transition from an existing recordkeeper or to a successor recordkeeper

CORRELL CO.

“We Have Plans for the Future”