Bryson Wealth Management Capabilities - 2013

Wealth Management Capabilities

www.brysonfinancial.com 3777 Long Beach Blvd. Suite 500 Long Beach, CA 90807

Create a Client for Life –

Develop close relationships with our clients, to individually assess their needs, and design a customized strategy that best meets those needs.

Bryson Wealth Management

Provide Intellectual Capital –

Draw upon the vast and wide ranging experience of our employees with over 60 years of combined experience in the retirement industry to assist clients in areas our competitors may not be equipped to service.

Acknowledge and Recognize Change –

To constantly be cognizant of current events in the industry and legislature so that we can continually adapt and change our plans and strategies to ensure the best interest of our clients.

Our Mission Statement

Positioning Statement

Bryson Wealth Management provides consulting services for private and public companies with a comprehensive process for helping companies evaluate, understand, and implement the best employee benefit, retirement plan, and insurance programs for employees and employers, by applying best practices, benchmarking, guidance through our vast array of intellectual capital on a customized and personal level.


A Network of Experience• LPL Financial is the largest independent broker/dealer in the country.*

• LPL Financial supports their advisors and provides them with the highest quality tools and services, and heightened best practices to deliver to Plan Sponsors.

• These efficiencies help save time, reduce exposure to fiduciary liability and address ERISA, IRS and Department of Labor compliance requirements.

Your Team of Experts

Currently serving more than 10,000 individuals and over $300 million in retirement assets

* As reported by Financial Planning magazine, 1996-2011, based on total revenue.


* Criteria used to select clients was based on a relationship that we have built with the client. It is not known whether the listed clients approve of the advisor or the advisory services provided.


Partial Client List

Retirement Plans


Building a Successful Retirement Plan

Positioned For Success!

FiduciaryCompliance

RetirementStrategies

Provide Plan Design ideas, Compliance Review, Plan

Implementation

Investment Due-Diligence, Fund

Monitoring, Sample Provider

Employee Communication

& Education

Vendor Analysis Benchmarking,

Conduct & Present

Consulting | Administration | Investments | Communication

Corporate Objectives


A Continuum of Services

Plan Sponsor

*Certain of the services referenced above are only available in advisory relationships.


Investment Due

DiligenceConsulting

Legislative Change

Document Analysis

Vendor Benchmark

& Cost Analysis

FiduciaryLiability

Unknown

Reporting Software

Firm

Semi-Annual Review

Compliance Assistance

InvestmentPolicy

Statement

Determine Investment

A Continuum of ServicesParticipant

*Certain of the services referenced above are only available in advisory relationships.


Administrative Support

Communication

Conference Call Newsletters Gap

Analysis

Group One on One

Webinar

Investments

(Continued)

Our Commitment

• Request quotes from up to four vendors

• Generate customized report and analysis of approximately 300 data points, prepared by Bryson Wealth Management, which includes a vendor to vendor comparison of such services as:

• organizational commitment & responsiveness• systems and technology• Plan sponsor and participant customer service• Comprehensive outsourcing• Error detection and performance standards• Investment flexibility and participant advice • Flexible & on demand plan & participant reporting• Support for plan documentation and reporting• Branding and quality of participant communication & education

• Analysis of hard and soft dollar administrative, investment management, asset and other fees charged by each vendor


Administrative Support

• Internal Reviews

• Provider plan/investment reviews

• Plan Design

• Liaison with other service

• Provider benchmark

• Fiduciary guidance and education


• Investment Communications

• Gap Analysis

• Customer Enrollment Kits

• Custom Communication

• Campaign


Alldataasof09/30/10unlessotherwisenoted

Data provided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or

its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its

content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results.

ABCCompanyRetirementPlanFeeAnalysisReport-Summary

Total ($'s) Total (%) Fees Distribution Per Participant

Invested Assets Total $ 5,976,000 No. 1001st Source

Advisor

Net Investment FeesTotal Plan Cost

$

$

$

$

14,6507,476

29,068

51,194

0.25%

0.13%

0.49%

0.86%

29%

15%

57%

100%

$

$

$

$

14775

291

512

Plan Size Average $

$

5,000,000

10,000,000

1.12%

1.05%

$

$

488

578

Fees Distribution Fee Synopsis

Plan Design, Compliance Review, Implementation

Investment Due Diligence& Monitoring


• Asset allocation modeling

• Assistance in identifying QDIA

• Investment analytics

• Investments manager search

• Ongoing monitoring

• Investment behavioral analysis

• Investment policy statement review

• Fiduciary review

• Assistance in identifying investment options in connection with broad range requirements of 404(c)

• Expense ratio review analysis


Investments


Alldataasof09/30/10unlessotherwisenoted

Data provided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or

its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its

content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results.

ABCCompanyRetirementPlanFeeAnalysisReport-Summary

Total ($'s) Total (%) Fees Distribution Per Participant

Invested Assets Total $ 5,976,000 No. 1001st Source

Advisor

Net Investment FeesTotal Plan Cost

$

$

$

$

14,6507,476

29,068

51,194

0.25%

0.13%

0.49%

0.86%

29%

15%

57%

100%

$

$

$

$

14775

291

512

Plan Size Average $

$

5,000,000

10,000,000

1.12%

1.05%

$

$

488

578

Fees Distribution Fee Synopsis

Investment Due Diligence

Employee Education& Communication



Preparing Participants for Retirement Readiness

Education

How much will I have at retirement

How much should I defer

Rollover Education

Retirement Strategies

• Plan Governance Strategies

• Provider Search and Analysis

• Cost Analysis and Benchmarking

• Contract Review Services

• Best Practices Plan Design Assistance

• DB Plan Termination

• DC Plan Redesign Support

• Deferred Compensation


Consulting