Graystone Consulting – Danvers, MA

Designations !  Member of prestigious Graystone Consulting, a Morgan Stanley Smith Barney business unit, comprised

of a select group of 32 highly qualified, experienced institutional consulting teams located across North

America and selected international locations. !  2 Certified Investment Management Analysts (CIMA)

!  3 Plansponsor Retirement Professionals (PRP)

!  4 Chartered Retirement Plan Specialists (CRPS)

Accolades

!  PlanSponsor Magazine named the MHC Group as one of the “Most Successful” Retirement Plan Advisor Teams for 3 straight years (2008, 2009, 2010).1

!  Finalist for ASPPA / Morningstar 401(k) Leadership Award (2011)

!  Plan Adviser Magazine named the MHC Group as one of the nation’s “Top 100 Retirement Plan

Advisors” (2009, 2010).2

!  The 401(k) Wire named the MHC Group “Top 60 Most Influential Advisors in Defined

Contribution” (2011).3

!  Institutional Investor Magazine “20 Rising Stars” in the retirement plan advisor community (2008). 4

Matt McLaughlin Senior Institutional Consultant Al Hammond Institutional Consulting Director Peter Ciovacco Vice President - Investments

222 Rosewood Drive, 8th Floor

Danvers, MA 01923

978-739-3909

1.  The most successful retirement plan advisers specialty outside of 401(k) plans for 2008-2010, 32 advisors ranked. (Advisors with 10% or more of their business in defined benefit plans.

2.  The advisers listed here are taken from entries for the 2011 PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards. Nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of these advisers, including investment vendors, accountants and attorneys, and pension administrators—advisers who have attained the PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. To enter the awards process, nominees must complete a form providing various details of their practice, including the details displayed here. These lists are based solely on quantitative factors, while the PLANSPONSOR Retirement Plan Adviser and Adviser Team of the Year awards consider both qualitative and quantitative factors, including factors not considered in determining the most successful lists.

3.  The list is based on almost 3000 nominations from the industry and the 401k Wire editorial staff. The final list was selected and based on more than 120,000 reader votes as well as input from distributors working with the advisors.

4. Stars are nominated by the industry. Each year we select 20 stars on the following attributes: they are 40 years of age or younger and have credentials and experience and a career consistency that indicates they will be the ones to watch as leaders and trend setters in the industry going forward.