Retirement Plan Capabilities Presentation

Retirement Plan Consulting Prepared By: Holmes Murphy Financial Services Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC. HMFS, Inc. does business as Holmes Murphy Financial Services pursuant to an agreement with Holmes Murphy & Associates, Inc., which has authorized the use of the Holmes Murphy name. Securian Financial Services, Inc. is not affiliated with HMFS, Inc. or Holmes Murphy & Associates, Inc. HMFS and SFS are not affiliated with ENSCO. ADTRAX 113180-1009 DOFU 10/09 October 26, 2009

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Areas of Concern for Retirement Plan Sponsors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Retirement Plan Services Our Mission Statement ,[object Object]

How Do We Achieve Our Mission? ,[object Object],[object Object],[object Object],[object Object],[object Object],“ Increasing Value…Reducing Risk”

Financial Services Capabilities Integrating Non-Qualified Plans for HCE’s ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Financial Services Capabilities Seeking Innovative Solutions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Private Investment Management ,[object Object],[object Object],[object Object],[object Object],Everyone wants to ensure a comfortable future. But how do you know if you’re on the right track?

Private Investment Management Questions to Ask Yourself… ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Private Investment Management Why Investment Management Behavior & Investing - Most investors make decisions that are incongruent with market conditions. These behaviors are often based on emotion and are likely to be detrimental to investment returns. ,[object Object],[object Object],Returns for the 20 years, 1989-2008 SOURCE: Dalbar, Inc. Quantitative Analysis of Investor Behavior – 2009. S&P 500 Index is a weighted index of 500 widely held stocks often used as a proxy for the stock market. You cannot directly invest in an index. 1.87% 8.35% 2.89%

Private Investment Management Our Six Step Investment Process

Your Success is Our Motivation Let us take the next step to review and analyze your current retirement plans.

Retirement Plan Capabilities Presentation

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