HERE’S THE STEPS WE’LL TAKETO GET YOUR PLAN SETUP WITHAMERICA’S BEST 401k

At America's Best 401k, we understand that you want to convertthe recordkeeping and administration to our partner Lincoln Trustas quickly as possible with limited interruption for your employees.Below is an approximate timeline so you can have an idea of whatto expect during the conversion process.

.............................................. ....................................................................

WEEK3

WEEK1

Your America's Best 401k representative will send out thesignature and welcome packets for you to review, signand return. You'll also be introduced to your contact at Lincoln Trustwho will guide the conversion process on their end.

Plan sponsor executes and returns all signature pages, welcomepacket and current plan document to Lincoln Trust.Upon receipt, Lincoln Trust provides the following documents tothe plan sponsor : Sample termination letter Plan census template

WEEK2

Lincoln Trust maps the plan document and schedules aconference call with plan sponsor and advisor.Plan sponsor sends termination notice to current provider.Lincoln Trust establishes blackout dates with current provider.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

! ?

Don’t worry

. . . . . . . ......................................................................................................

WEEK7

WEEK5

WEEK6

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

WEEK4

Lincoln Trust forwards blackout notice and fee disclosure to plansponsor.Lincoln Trust provides plan documents to the plan sponsor forreview and signature.

Plan sponsor distributes blackout notice and fee disclosure toparticipants.Plan sponsor returns signed adoption agreement to LincolnTrust.Lincoln Trust alerts the America's Best 401k team to schedulethe conference call/webinar to go over the plan participant site,plan features, investment options and investment selection tools.

Lincoln Trust provides standard payroll file to plan sponsor.Lincoln Trust sends blackout reminder email to plan sponsor.

Blackout begins; assets and demographic data are transferredto Lincoln Trust.Participants receive website login instructions.Enrollment presentations commence.

. . . . . . . ......................................................................................................

WEEK9/10

WEEK11

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

WEEK8

Lincoln Trust confirms receipt of conversion assets from priorrecordkeeper.Lincoln Trust reconciles and invests according to instructionsset by plan sponsor / advisor.

Blackout lifted; participants are able to make transactions throughthe Lincoln Trust website.Lincoln Trust provides login credentials to plan sponsor andadvisor.Website and payroll demonstration call scheduled betweenLincoln Trust and plan sponsor.Plan sponsor submits first payroll to Lincoln Trust.

After the first few payroll files have been sucessfullycompleted, Lincoln Trust transfers plan from conversionmanager to permanent relationship manager

Lincoln Trust will have a call with your contact to get youcomfortable with the plan sponsor site and the payroll andcensus uploads.

Service and support to your needs doesn't stop.Your America's Best 401k and Lincoln Trust teams arehere to help current and newly eligible participant'sunderstand the available tools and technology to betterplan for successful outcomes at retirement.

www.americasbest401k.com(855) 905-4015