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Sonic Corporation Retirement Plan Solutions

Sonic Corporation Retirement Plan Solutions. Presented by UMB Bank, n.a. August 16, 2001. Agenda. UMB Bank’s Comprehensive Retirement Plans. UMB Bank Customer Relations Plan Services Education Daily Processing Investments Conversion Fees. UMB Banking Centers

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Sonic Corporation Retirement Plan Solutions

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  1. Sonic CorporationRetirement Plan Solutions Presented by UMB Bank, n.a. August 16, 2001

  2. Agenda • UMB Bank’s Comprehensive Retirement Plans • UMB Bank • Customer Relations • Plan Services • Education • Daily Processing • Investments • Conversion • Fees

  3. UMB Banking Centers (Retirement Planning Services offered nationwide) Locations

  4. Customer Relations Team Approach • Two points of contact Personal Attention • Periodic on-site visits • Accessible Client Support

  5. Education On-site enrollment meetings • Custom designed • Explain plan features • How to Achieve your Retirement Dreams • Basics of Planning and Investing • Changes to your Plan • Online Retirement Planning

  6. Investments

  7. Risk Chart - Sonic Corp. • Sonic Corporation Stock • UMB ScoutWorldWide Fund • Managers Special Equity Fund • MFS Mid-Cap Growth A • Federated Mid-Cap • Fidelity Advisor Equity Growth T • Federated Stock Trust • Federated Max-Cap Inst’l Svc • MFS Total Return Fund A • Federated Intermediate Income Inst’l Svc. • American Century GNMA Adv. • UMB Scout Money Market - Prime Higher Potential for Reward HigherRisk

  8. Starters • Money Market - UMB Scout Money Market Prime • Government Bond - American Century GNMA • Corporate Bond (Intermediate) - Federated Intermediate Income Institutional Service Proposed Fund Menu

  9. Balanced - MFS Total Return Fund A Proposed Fund Menu Category

  10. Large Cap Stock (Index) - Federated Max-Cap • Large Cap Stock (Value) - Federated Stock Trust • Large Cap Stock (Growth) - Fidelity Advisor Equity Growth T • Mid Cap Stock (Blend) - Federated Mid Cap • Mid Cap Stock (Growth) - MFS Mid Cap Growth A Proposed Fund Menu Category

  11. Small Cap Stock (Growth) - Managers Special Equity Fund • Foreign Stock - UMB Scout WorldWide • Common Stock - Sonic Corporation Stock Proposed Fund Menu

  12. Investment Consulting Group • Choice • Multiple fund families • Quality • “Best of breed” • Service • Ongoing evaluation and monitoring

  13. Why UMB Bank? • Commitment to employee benefits • Investment consulting • Comprehensive service-based program

  14. Legacy of Creating Solutions • First organization to offer Individually Directed Accounts • First bank to establish a family of no-load managed mutual funds • First bank to successfully conduct a test of Y2k ready deposit transaction system • eScout - business to business Internet solutions for small companies

  15. UMB Bank and Sonic Corp. Wecan help you grow

  16. Questions??

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