Allianz Global Investors Allianz Global Investors is one of the world’s leading active investment managers. Understanding our clients’ needs in order to act to their best advantage is embedded in our business, using our insightfulness to partner with clients and to drive performance. Allianz Global Investors works for many clients around the world. From pension funds, large and small, to blue-chip multinationals, from charitable foundations to families, individuals and their advisers. We have created a business that enables us to meet the demands of our clients on a local basis and that empowers our investment managers to focus on achieving strong and consistent investment results.


American Funds
Franklin Templeton Investments
GRP Advisor Alliance
JP Morgan
Virtus Investment Partners
VOYA Financial
Wellesley Investment Advisors


American Century Investments® American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we and our clients together Prosper With Purpose™. Every day people are increasingly focused on investing to make the world a better place for themselves, their families, their organizations and the world at large. It is possible to live a more meaningful and impactful life and give back something that’s more valuable than money. When you invest with us, you can also invest in the future of others and have the potential to impact the lives of millions. That’s possible because of the distinct relationship with the Stowers Institute for Medical Research, which owns more than 40% of American Century Investments. Our dividend payments provide ongoing financial support for the Institute’s work of uncovering the causes, treatments and prevention of life-threatening diseases, like cancer. Together we can become a powerful force for good.

American Funds: Invest for Long-Term Success Since 1931, American Funds has helped investors pursue long-term investment success. Our consistent approach, in combination with The Capital SystemSM, has resulted in a proven long-term track record. With a commitment to low fees and exceptional service, American Funds has helped investors meet their financial needs, including saving for and living in retirement. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in each fund’s prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. © 2015 American Funds Distributors, Inc.

eMoney Advisor, LLC eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the only scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience. For more information, please visit: www.emoneyadvisor.com.

Franklin Templeton Investments Managing over $200 billion in U.S. retirement accounts, Franklin Templeton Investments leverages multiple, independent investment teams to deliver specialized expertise across a wide range of styles and asset classes, from traditional strategies to QDIA-eligible retirement target funds and investments designed to help participants manage withdrawals in retirement. Our investment professionals are on the ground across the globe, spotting investment ideas and potential risks firsthand. Collectively, they allow us to offer defined contribution clients a unique investment perspective, shaped by local expertise, global context and a long-term investment horizon. © 2015 American Funds Distributors, Inc.

Prudential Retirement For 140 years, Prudential Financial, Inc. has helped individual and institutional customers grow and protect their wealth. We are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies.  With operations in the United States, Asia, Europe, and Latin America, we provide customers with a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. For 88 years, Prudential Retirement has delivered retirement plan solutions for private, public, and nonprofit organizations.  Our services include state-of-the-art recordkeeping, administrative services, investment and risk management, comprehensive employee communications, and trustee services.  For more information, visit www.retire.prudential.com.   Distributors, Inc.

State Street Global Advisors Our clients are looking to the future. We’re helping them get there. We’re responsible for more than 10 percent* of the world’s assets. Large enough to serve more than 100 markets, we’re local enough to deliver on the ground. This means we’re closer to the world’s investments; closer to the communities where we operate; and closer to the clients we serve. Our clients face big challenges. Where to look next for growth. How to use the insights from their data. Which functions to outsource. It’s those challenges that inspire our solutions. Tapping into the power of our technology, people, insights and experience, we’re creating new ways to help you reach your goals. It’s what we call “asset intelligence.” And it’s shaping our way ahead.