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Retirement Model Manager Overview

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1) RETIREMENT MODEL MANAGER OVERVIEW INTRODUCING RETIREMENT MODEL MANAGER An integrated investment portfolio model management platform for the retirement plan marketplace. Retirement Model Manager allows retirement plan professionals to incorporate and manage investment models (both third-party and proprietary) into a retirement plan. This leading-edge solution is available through Pershing's Retirement Plan Network. Retirement Model Manager is ideal for those professional investment managers, advisors and plan recordkeepers, who want to stay at the forefront of the retirement plan marketplace by providing plan sponsors with customized and professionally managed investment menu options. Investment Managers Retirement Model Manager provides investment managers with a single system for creating, executing and managing investment models for the retirement plan marketplace. Through this interface, managers can deliver their investment models without having to log into separate recordkeeping systems. Through Retirement Model Manager, investment managers can also set security and cash targets, in addition to specific investment exclusions requested by the plan fiduciary. All of the plan flows, asset levels and detailed information related to the plan are right at their fingertips. Additionally, management fees can be accrued daily and paid monthly. Advisors Advisors who do not manage their own models have access to third-party managers with proven track records to help differentiate their practices. Retirement Model Manager provides advisors with access to key money managers and simplifies the due diligence screening process by providing manager profiles, descriptions, performance data and other details of each model. This reduces the time required to review data and make effective choices with a client. With the seamless integration Retirement Model Manager provides for investment models, advisors can be assured that their client’s plan is always in sync with the investment manager’s model. Recordkeepers Coordinating all of the moving parts required for recordkeepers to effectively manage an investment model within a retirement plan can be a tedious process. Retirement Model Manager streamlines this coordination by providing scale and efficient management of models across retirement plans. This includes not only syncing the model with the plan accounts—including automatically handling specific investment exclusions—but also providing reporting metrics and tools advisors need to fulfill their responsibilities. Fact Sheets and Disclosures Incorporation of disclosure data and fact sheets is a key component of the Retirement Model Manager platform. This information is delivered to both plan sponsors and participants via composite and plan specific fact sheets, in addition to data feeds to all of our participating recordkeepers. Call to action For more information about Pershing’s Retirement Model Manager, contact your Account or Relationship Manager today. © 2014 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Corporation (BNY Mellon). Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public. pershing.com One Pershing Plaza, Jersey City, NJ 07399 REF-PER-RMM-10-14