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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 CorporationRetirement 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 (Retirement Planning Services offered nationwide) Locations
Customer Relations Team Approach • Two points of contact Personal Attention • Periodic on-site visits • Accessible Client Support
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
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
Starters • Money Market - UMB Scout Money Market Prime • Government Bond - American Century GNMA • Corporate Bond (Intermediate) - Federated Intermediate Income Institutional Service Proposed Fund Menu
Balanced - MFS Total Return Fund A Proposed Fund Menu Category
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
Small Cap Stock (Growth) - Managers Special Equity Fund • Foreign Stock - UMB Scout WorldWide • Common Stock - Sonic Corporation Stock Proposed Fund Menu
Investment Consulting Group • Choice • Multiple fund families • Quality • “Best of breed” • Service • Ongoing evaluation and monitoring
Why UMB Bank? • Commitment to employee benefits • Investment consulting • Comprehensive service-based program
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