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About Segal Advisors

Segal Advisors, Inc., the investment-consulting affiliate of The Segal Company, is registered with the Securities & Exchange Commission as an investment adviser under the Investment Advisors Act of 1940, and has offered independent investment consulting services since 1969. Segal Advisors is one of the largest investment consultants to retirement plan sponsors – with more than 230 clients with $81.3 billion in total assets under supervision.

Our Approach to Consulting: The Segal Advantage

We provide "pure" investment consulting and are able to make unbiased recommendations because we are not associated with any investment managers or brokerage firms. Our results-oriented consulting approach combines actuarial and investment expertise with a clear, accurate objective focus on each client's needs. We have access to the resources of The Segal Company, where appropriate.

We use a team approach to investment consulting which gives our clients attention from senior-level consultants and access to multiple resources. We believe strongly in knowing our clients, including the fiduciary and other issues they face, and becoming familiar with their investment strategies, guidelines, goals and objectives. We create customized reports that are tailored to our clients' specifications and form the basis for action. We provide quarterly reviews.

Services

Our standard services include:

• Establishing investment policy guidelines and objectives,
• Assisting in revising or setting asset allocation parameters,
• Conducting objective investment manager searches (including specialized defined contribution investment fund searches),
• DC-Connect®, a comprehensive defined contribution plan consulting service,
• DC-Assessment, a review of the investment portion of defined contribution plans, coupled with administration, compliance, and communications review by Sibson Consulting, our human resources and benefits consulting affiliate, and
• Measuring and evaluating investment performance.

In addition, we offer special studies:

• Master trustee/custodial service review,
• Commission discount and recapture programs,
• Analysis of unique investment offerings,
• Review of insurance contracts and other stable-value investments,
• Assistance with statutory and regulatory issues,
• Proxy voting guidelines and monitoring and
• Securities lending.

Expertise

Our senior consulting staff has, collectively, more than 100 years of experience. Our consulting team includes consultants with direct client responsibilities, associate consultants, financial analysts and systems developers. Members of our staff have backgrounds in actuarial and insurance consulting.

Information

In order to educate our clients, we provide: information regarding economic, political, investment and regulatory developments, a periodic publication, Segal Advisory, that addresses trends in investment performance and emerging investment issues, independent research on new investment approaches that may be of interest to our clients and information on issues relating to investment manager strategy revisions as well as changes in personnel and organizational structure. We also publish the Segal Advisors Multiemployer Universe, setting forth the results of our Survey of the Universe of Multiemployer Plans' Investment Performance and including comparisons to standard market indexes.

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