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HR Specialty Products & Services Catalogue Executive Summary

Specialized Rabbi Trust Consultancy that Provides a Complete Portfolio of Asset, Liability and Tax Services for Either a Unique One-Stop Shopping Experience or Ala Carte Delivery . HR Specialty Products & Services Catalogue Executive Summary

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HR Specialty Products & Services Catalogue Executive Summary

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  1. Specialized Rabbi Trust Consultancy that Provides a Complete Portfolio of Asset, Liability and Tax Services for Either a Unique One-Stop Shopping Experience or Ala Carte Delivery HR Specialty Products & Services Catalogue Executive Summary A No Frills Distillation of Vendor’s Marketing Collateral Thomas A Ference President & CEO Human Resources Mining & Distribution Co Locating, Validating and Accelerating HR  Innovation Office: 219-662-0201 Cell: 630-240-2583 Fax: 219-661-0236 e-mail: tference@hrmdco.com Website: www.hrmdco.com

  2. Using a Rabbi Trust as a “funding” mechanism for a non-qualified plan (NQP) brings with it initial and ongoing needs on all three sides- asset, liability and tax • Almost always, trust services are provided by disparate professionals such as actuaries, investment advisors and tax specialists • This specialized NQP consultancy can provide an integrated services delivery model that includes a complete portfolio of services in 6 major areas: 1) Benefit funding analysis 2) Funding implementation 3) Portfolio management 4) Investment administration 5) Existing COLI audits 6) Financial / tax analysis. • Multiple specialized services are provided within each of these six categories and services can be purchased en masse or ala carte Specialized Rabbi Trust Consultancy

  3. Benefit Funding Analysis Funding Implementation Selection: Money Managers, Trustees, Insurance Carriers RFP Administration Direct Product Placement Installation • Liability Determination • Asset Allocation Optimization • Tax Minimization Strategies • Hedging Strategies • Plan Change Impact Services Details

  4. Portfolio Management Investment Administration Investment Account Optimization/Management Support Any Plan Design SAS 70 II Certified Unlimited Deferral Accounts Sophisticated Web-Based Interface • Asset/Liability Matching • Annual Audit/Reconciliation • Yield/Duration Optimization • After-Tax Benchmarking • Asset Reallocation Services Details

  5. Existing COLI Audits Financial / Tax Analysis Tax Minimization Strategies Funding Vehicle Review Asset Allocation Optimization Liquidity Planning • Transaction Audit • Performance Reconciliation • Product Evaluation • Financial Optimization • Litigation Support Services Details

  6. This product/service is contained in the HR Specialty Products & Services Catalogue™ • Operational level details about this particular service provider can be obtained in conference with the vendor • The HR Mining &Distribution Co. is an independent and contracted representative of the vendor • Upon your request, we will arrange for an introduction that can range from a simple, quick conference call to a services overview / system demo • Tom Ference 219-662-0201 (Chicagoland area) or tference@hrmdco.com • Thank you for your potential interest in this fresh thinking Next Steps

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