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Sponsoring Organizations

If you are interested in becoming a sponsor of IRIC, please contact John Pickett by phone (214.622.6025) or by email john.pickett@captrustadvisors.com.

Prudential

Prudential Retirement delivers retirement plan solutions for public, private, and non-profit organizations. Services include defined contribution, defined benefit and non-qualified deferred compensation record keeping, administrative services, investment management, comprehensive employee education and communications, and trustee services, as well as a variety of products and strategies, including institutional investment and income products, pension risk transfer solutions and structured settlement services. With over 85 years of retirement experience, Prudential Retirement helps meet the needs of over 4.0 million participants and annuitants. Prudential Retirement has $330.5 billion in retirement account values as of June 30, 2014. Retirement products and services are provided by Prudential Retirement Insurance and Annuity Company (PRIAC), Hartford, CT, or its affiliates.

Prudential Financial, Inc. (NYSE:PRU), a financial services leader with more than $1.1 trillion of assets under management as of June 30, 2014, has operations in the United States, Asia, Europe, and Latin America. Prudential’s diverse and talented employees are committed to helping individual and institutional customers grow and protect their wealth through a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds and investment management. In the U.S., Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for more than a century. For more information, please visit www.news.prudential.com.

John Hancock Retirement Plan Services

John Hancock Retirement Plan Services (RPS), a division of John Hancock, services over 44,000 plans with almost 1.7 million participants making RPS one of the largest providers of 401(k) plans. †

Partner with a company that has the global scale and product diversity necessary to understand your retirement plan needs. John Hancock brings you innovative solutions for specific plan sponsor and fiduciary requirements, a breadth of analytical tools to help project retirement savings outcomes, and industry recognized award-winning marketing support.

Significant scale

John Hancock's parent, Manulife Financial, is among the largest life insurance companies in the world and has been helping individuals and institutions increase and protect wealth since 1862.

One source for solutions across the investment spectrum

We offer an extensive lineup of equity, income, international, sector and asset allocation investment solutions. We take a disciplined, consultative team approach to portfolio management and research that focuses on finding solutions to help enhance and improve your investment offerings and leverages the expertise of leading institutional money managers. And we bring it all to you through a single, streamlined relationship.

Dedicated to you

At John Hancock, we are dedicated to helping you assist your participants in achieving a comfortable retirement. John Hancock is a premier provider of investment solutions and we have the resources to meet - and exceed - your clients' needs.

† 2010 CFO Magazine 401(k) Buyers Study Guide. "Full Service" denotes providers, including banks, insurance and mutual fund companies, offering both record keeping and investments, as defined by CFO Magazine; plans managed and asset growth based on plans inforce as of December 31, 2009.

Great-West Financial Retirement Plan Services

Delivering better outcomes for you and your employees is our focus. We believe plan sponsors choose us knowing with confidence that we have what it takes to create a better retirement experience.

Bringing together the strength of three complementary firms, Great-West Financial®, J.P. Morgan Retirement Plan Services and Putnam Retirement, we have become the second largest record keeper serving approxi­mately 7 million retirement plan participants.* Guided by the leadership of DC industry innovator Bob Reynolds and the experienced leadership team he put together, has allowed us an exciting opportunity to design a new future by bringing together the Best of the Best from each one to create a different experience for clients.

Service excellence: A proprietary recordkeeping system that integrates interactive voice response system, Plan Sponsor Portal, participant website and call center.

Constant innovation: Continually looking at ways to increase savings and drive income replacement with new ideas and customized experiences that are measurable.

Thought leadership: Led by some of retirement’s most well-known people in the industry, focused on improving the retirement system, we intend to raise the bar on retirement preparedness.

Outstanding people: Bringing together some of the most talented individuals in the industry, to reshape the future of retirement that are motivated by a “clients first” mentality.

*Based on total participant accounts as of Dec. 31, 2013 and calculated using combined Great-West Financial and Great-West Financial Retirement Plan Services, LLC (RPS) (formerly known as J.P. Morgan Retirement Plan Services) data from PLANSPONSOR, June 2014. Information refers to the retirement business of Great-West Life & Annuity Insurance Company, Great-West Life & Annuity Insurance Company of New York, RPS and recordkeeping business of FASCore, LLC and reflects all recordkeeping customers.

Voya Financial

Voya Financial, Inc. (NYSE: VOYA), which is rebranding from ING U.S., is a premier retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the United States. The company's vision is to be America's Retirement Company™ and its guiding principle is centered on solving the most daunting financial challenge facing Americans today — retirement readiness. Working directly with clients and through a broad group of financial intermediaries, independent producers, affiliated advisors and dedicated sales specialists, Voya provides a comprehensive portfolio of asset accumulation, asset protection and asset distribution products and services. With a dedicated workforce of approximately 7,000 employees, Voya is grounded in a clear mission to make a secure financial future possible — one person, one family, one institution at a time.

For more information, visit http://voya.com. Follow Voya Financial on Facebook and Twitter @VoyaFinancial.

Voya Sponsorship Press ReleaseView

Lincoln Financial Group

Built on Abraham Lincoln's ideals of courage, strength and optimism, Lincoln Financial Group has been a proven provider of retirement solutions for more than 60 years. We manage thousands of retirement plans that enroll millions of people in organizations of all sizes in the small business, corporate, healthcare, education and non-profit sectors. Lincoln Financial Group champions the commitment of plan sponsors and intermediaries to drive better retirement outcomes by personally engaging and motivating employees to invest in their futures with optimism.

As a leading retirement plan provider, we are committed to offering our partners a broad array of plan solutions to meet their needs including independent, market-driven investments, superior plan design and fiduciary and compliance guidance. We currently provide recordkeeping services to over 1.4 million defined contribution plan participants.

Lincoln Financial Sponsorship Press ReleaseView

Transamerica Retirement Solutions

Transamerica Retirement Solutions (Transamerica) is a leading provider of customized retirement plan solutions for small- to large-sized organizations. Transamerica partners with financial advisors, third-party administrators, and consultants to cover the entire spectrum of defined benefit and defined contribution plans, including: 401(k) and 403(b) (Traditional and Roth); 457; profit sharing; money purchase; cash balance; Taft-Hartley; multiple employer plans; nonqualified deferred compensation; and rollover and Roth IRA. Transamerica helps more than three million retirement plan participants save and invest wisely to secure their retirement dreams. For more information about Transamerica Retirement Solutions Corporation, please visit www.trsretire.com.

AllianceBernstein

AllianceBernstein offers expert investment solutions to Defined Contribution (DC) plans, applying 40 years of experience in designing asset-allocation strategies and managing portfolios for institutions and individuals globally ($480 billion in AUM as of June 30, 2014).

We help plans of all sizes meet the evolving challenges of the DC landscape through best practices in plan design, investments and communications. Our solutions range from asset-class and style-specific mutual funds to multi asset-class Qualified Default Investment Alternatives, including target-date and target-risk funds. We deliver pre-packaged or customized strategies, including custom target-date and Lifetime Income solutions tailored to plan demographics.

Natixis

Natixis Global Asset Management

Natixis Global Asset Management ($894.3 billion AUM1) is a multi-affiliate organization that offers a single point of access to more than 20 specialized investment firms in the U.S., Europe and Asia. The firm ranks among the world’s largest asset managers.2 Through its Durable Portfolio Construction® philosophy, the company is dedicated to providing innovative ideas on asset allocation and risk management that can help institutions, advisors and individuals address a range of modern market challenges.

Natixis Retirement Strategies Group

As a global firm, we know retirement is a universal issue. While cultural, political and fiscal matters as well as regulatory structures vary from region to region, all individuals can benefit from solid advice and consistent investment choices when planning for their future. In addition to specializing in diversified investment strategies and risk-aware models, we keep pace with the regulatory, legal, political and business developments that can potentially impact retirement planning.

The Natixis Retirement Strategies Group has the resources advisors need to support a growing practice. Whether working with individual clients, plan sponsors or a combination of the two, our dedicated specialists consult closely with advisors to provide customized information, education and a full range of product solutions.

1 Net asset value as of September 30, 2014. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.

2 Cerulli Quantitative Update: Global Markets 2014 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management ($867.2 billion) as of December 31, 2013.

DST Retirement Solutions, Inc.

DST delivers a comprehensive suite of flexible retirement solutions to help plan providers, advisors and TPAs grow their business, compete in multiple markets, and control their outsourcing solutions to differentiate their offerings. Across all defined contribution plan types, market segments and investment types, including guaranteed income products, DST enables holistic end-to-end solutions and services focused on improving employee engagement, outcomes and retirement readiness and simplifying plan sponsor day to day administration, compliance and fiduciary responsibilities while enhancing the user experience. Our investment in our people, processes and platform has further evolved to include a robust array of content & communications services, retirement income portability, and advanced analytics to further drive behaviors and outcomes. DST supports over 23 service providers and 7.3M participants. To learn more, please visit: www.dstsystems.com/retirement.

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