New Associates Contribute to Retirement Alliance's Continued Growth and Expansion

Over the past months, Heather Mahan and Alan Valença joined our expanding sales and marketing group in the newly created roles of Advisor Consultant and Chief Marketing Officer, respectively; a recent customer survey uncovered important new areas of focus while validating our cultural emphasis on delivering exceptional customer service (86% of our clients expressed high levels of satisfaction with our relationship); and, at our eighth and most successful Advisor Summit, held this past August, we rolled out SmartPlanTM - an online, interactive participant education and communication module that we believe is a "game-changer" for investment Advisors and Third Party Administrators.

As we continue to deepen our national reach, we are pleased to announce the addition of two new associates who will be integral to the ongoing success of our strategic sales and marketing plan.

Chris Wilhelm recently joined Retirement Alliance as Senior Regional Pension Consultant responsible for growing intermediary distribution and sales relationships on the West Coast. Chris is based in Northern California and comes to our firm with over 20 years of experience in the retirement plan and financial services industries, with top ranking among her peers nationally.

Rebeccah Kocak has been named Relationship Manager with a focus on enhancing the client experience in all Retirement Alliance client segments. Rebeccah meets with clients regularly to present diagnostic and prescriptive plan reviews and introduce new products and services; she also actively partners with our sales team to assist in increasing overall client satisfaction and bring new Platinum-level clients onto the Retirement Alliance platform. Rebeccah has spent over 10 years in the retirement plan business, primarily in relationship management roles.

We believe that the addition of these highly qualified professionals to the Retirement Alliance team underscores our total commitment to building relationships and delivering exceptional services to our Partners and Plan Sponsor clients.

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