DEFINED BENEFIT PLAN | OUTSOURCING & TECHNOLOGY

• Establish and maintain administration database
• Perform calculations for retirements, terminations, etc.
• Provide participant services center (call center) for general questions, estimates and plan information
• Coordinate commencement of retirement payments with participant and plan custodian
• Act as participant mailing center for Summary Plan Descriptions ("SPDs") and other plan mailings
• Provide web-based access to pension data, benefit estimates, SPDs, forms, etc.
• Create and maintain pension administration system for diocesan use
• Coordinate annual census data collection

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**Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate of USI Consulting Group.