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PRIME PLANSOLUTIONSSmall Business Retirement Plans

• A retirement market leader servicing over 250,000 plans and more than 7.4 million participants.

• A premier innovator in the financial services industry for over 45 years.

• The creator of the first integrated platform used by the industry to track mutual fund accounts.

• The developer of customer service teams supporting hundreds of financial services and product providers.

• The leading provider of sophisticated information processing and security to some of the world’s most demanding industries.

The DST Advantage:

Prime Plan Solutions, a division of DST, is the perfect choice to provide services you need to make your 401(k) plan run successfully.

Run a proposal in less than 5 minutesWork with your financial advisor to run a proposal for your business

www.primeplansolutions.com

Plan Design and Compliance DST offers fully packaged in-house retirement plans or will work with a third party of your choice. Services include:

• Plan Documents

• Payroll/Contribution Reporting

• Participant Notifications

• Signature-Ready IRS Form 5500 Filings

• Annual Compliance Testing

Plan Sponsor Support and Service Simple tools and templates for business owners to manage their day-to-day retirement plan responsibilities.

• Easy-to-Use Sponsor Website

• 24/7 Account Information

• Participant Communication Templates

• Fee Disclosure Documents

• Participant Call Center

• Quarterly Participant Statements

Multi-Manager Mutual Fund Platform DST provides a comprehensive set of fund choices to match the need of any business.

• More than 20 leading asset managers

• Over 100 funds

• Multiple share classes

• Target date funds

• Asset allocation funds

• QDIA options available

Services

As a business owner, offering a 401(k) plan provides a number of important benefits, including:

• Tax-advantaged savings for you and your employees

• Better retention of your best employees

• Opportunity to build a foundation for retirement

• Small Business Focus Over 90% of the retirement plans we service have less than 100 employees.

• Cost Effective By using the same technologies that service some of the largest financial companies in the U.S., we can offer retirement plans that fit the budget of a growing business.

• Convenient Access 24/7 access to plan and participant accounts through voice response or online.

• Service Excellence We have a history of specializing in customer service for companies across the globe.

Why Choose Prime Plan Solutions to be your Retirement Plan Provider?

Since managing your business is your main focus, it is important to find a retirement plan solution that is well designed and easy to implement. A turnkey offering that provides all the tools and resources your business needs to maximize your benefits and achieve your employees’ retirement saving goals. As a division of DST, Prime Plan Solutions leverages technology and services dedicated to supporting Plan Sponsors and Participants.

Prime Plan Solutions

Education Enrollment Investments

Participant Enrollment and Education Easy-to-use enrollment kits, educational materials and investment website.