A True Open-Architecture Platform Backed by High-Quality Employer Support Services

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Standard Retirement Services, Inc. 1100 SW Sixth AvenuePortland OR 97204

www.standard.com/advisor

BalanceRP 16656 (6/17)

With The Standard, you and your clients can benefit from investment flexibility, comprehensive plan administration and recordkeeping services.

Manage Plan Investments the Way You WantSupport your value proposition. We offer investment neutrality and open architecture, with no proprietary mutual fund requirements. Plus, we return 100 percent of revenue sharing to plan participants.

Deliver your investment strategies. With our Profile Portfolios service, you can design, name and manage custom portfolios, including target date funds for use as a QDIA.

Focus on your priorities. If you prefer to outsource certain responsibilities, our managed account service, Mainspring Managed, can help employees establish and manage a retirement savings plan. Also, optional ERISA Section 3(21) and 3(38) investment fiduciary services are available.

Provide a Comprehensive Administrative Solution

Reduce fiduciary risk. Standard Retirement Services, Inc., can assume ERISA 3(16) delegated administrative fiduciary responsibility for key administrative tasks, including compliance testing, eligibility determination and notification, and management of loans and distributions.

Ease administrative burden. We can fulfill and deliver certain required participant notices on your clients’ behalf. We can also manage distributions, loans and hardship requests directly with participants, along with approval of rollovers and QDROs.

Ensure accuracy of data. With payroll integration, we collect data on all employees using our proprietary Participant Data Management system. Because we continually validate data, plan administration is simplified and accurate, with a streamlined year-end census.

Offer an additional point of contact. A dedicated account manager can be the primary contact at The Standard for your clients. Plans with at least $1 million in assets also have access to a local, experienced relationship manager who can support strategic plan initiatives, annual plan reviews and investment committee meetings.

Support participant outcomes. We partner with you to provide a strategic and targeted approach to enrollment, education and ongoing communication for your clients. Visit www.standard.com/retirementfit.

You don’t have to sacrifice quality support services for investment flexibility.

To learn more, contact your retirement plan consultant at 877.805.1127.

The Standard is the marketing name for StanCorp Financial Group, Inc., and its subsidiaries. StanCorp Equities, Inc., member FINRA, wholesales a group annuity contract issued by Standard Insurance Company and a mutual fund trust platform for retirement plans. Third-party administrative services are provided by Standard Retirement Services, Inc. Investment advisory services are provided by StanCorp Investment Advisers, Inc., a registered investment advisor. StanCorp Equities, Inc., Standard Insurance Company, Standard Retirement Services, Inc., and StanCorp Investment Advisers, Inc., are subsidiaries of StanCorp Financial Group, Inc., and all are Oregon corporations.

Retirement Plans

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