Wealth Management Capabilities
www.brysonfinancial.com 3777 Long Beach Blvd. Suite 500 Long Beach, CA 90807
Create a Client for Life –
Develop close relationships with our clients, to individually assess their needs, and design a customized strategy that best meets those needs.
Bryson Wealth Management
Provide Intellectual Capital –
Draw upon the vast and wide ranging experience of our employees with over 60 years of combined experience in the retirement industry to assist clients in areas our competitors may not be equipped to service.
Acknowledge and Recognize Change –
To constantly be cognizant of current events in the industry and legislature so that we can continually adapt and change our plans and strategies to ensure the best interest of our clients.
Our Mission Statement
Positioning Statement
Bryson Wealth Management provides consulting services for private and public companies with a comprehensive process for helping companies evaluate, understand, and implement the best employee benefit, retirement plan, and insurance programs for employees and employers, by applying best practices, benchmarking, guidance through our vast array of intellectual capital on a customized and personal level.
Bryson Wealth Management
A Network of Experience• LPL Financial is the largest independent broker/dealer in the country.*
• LPL Financial supports their advisors and provides them with the highest quality tools and services, and heightened best practices to deliver to Plan Sponsors.
• These efficiencies help save time, reduce exposure to fiduciary liability and address ERISA, IRS and Department of Labor compliance requirements.
Your Team of Experts
Currently serving more than 10,000 individuals and over $300 million in retirement assets
* As reported by Financial Planning magazine, 1996-2011, based on total revenue.
Bryson Wealth Management
* Criteria used to select clients was based on a relationship that we have built with the client. It is not known whether the listed clients approve of the advisor or the advisory services provided.
Bryson Wealth Management
Partial Client List
Retirement Plans
Bryson Wealth Management
Building a Successful Retirement Plan
Positioned For Success!
FiduciaryCompliance
RetirementStrategies
Provide Plan Design ideas, Compliance Review, Plan
Implementation
Investment Due-Diligence, Fund
Monitoring, Sample Provider
Employee Communication
& Education
Vendor Analysis Benchmarking,
Conduct & Present
Consulting | Administration | Investments | Communication
Corporate Objectives
Bryson Wealth Management
A Continuum of Services
Plan Sponsor
*Certain of the services referenced above are only available in advisory relationships.
Bryson Wealth Management
Investment Due
DiligenceConsulting
Legislative Change
Document Analysis
Vendor Benchmark
& Cost Analysis
FiduciaryLiability
Unknown
Reporting Software
Firm
Semi-Annual Review
Compliance Assistance
InvestmentPolicy
Statement
Determine Investment
A Continuum of ServicesParticipant
*Certain of the services referenced above are only available in advisory relationships.
Bryson Wealth Management
Administrative Support
Communication
Conference Call Newsletters Gap
Analysis
Group One on One
Webinar
Investments
(Continued)
Our Commitment
• Request quotes from up to four vendors
• Generate customized report and analysis of approximately 300 data points, prepared by Bryson Wealth Management, which includes a vendor to vendor comparison of such services as:
• organizational commitment & responsiveness• systems and technology• Plan sponsor and participant customer service• Comprehensive outsourcing• Error detection and performance standards• Investment flexibility and participant advice • Flexible & on demand plan & participant reporting• Support for plan documentation and reporting• Branding and quality of participant communication & education
• Analysis of hard and soft dollar administrative, investment management, asset and other fees charged by each vendor
Bryson Wealth Management
Administrative Support
• Internal Reviews
• Provider plan/investment reviews
• Plan Design
• Liaison with other service
• Provider benchmark
• Fiduciary guidance and education
Bryson Wealth Management
• Investment Communications
• Gap Analysis
• Customer Enrollment Kits
• Custom Communication
• Campaign
Bryson Wealth Management
Alldataasof09/30/10unlessotherwisenoted
Data provided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or
its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its
content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results.
ABCCompanyRetirementPlanFeeAnalysisReport-Summary
Total ($'s) Total (%) Fees Distribution Per Participant
Invested Assets Total $ 5,976,000 No. 1001st Source
Advisor
Net Investment FeesTotal Plan Cost
$
$
$
$
14,6507,476
29,068
51,194
0.25%
0.13%
0.49%
0.86%
29%
15%
57%
100%
$
$
$
$
14775
291
512
Plan Size Average $
$
5,000,000
10,000,000
1.12%
1.05%
$
$
488
578
Fees Distribution Fee Synopsis
Plan Design, Compliance Review, Implementation
Investment Due Diligence& Monitoring
Bryson Wealth Management
• Asset allocation modeling
• Assistance in identifying QDIA
• Investment analytics
• Investments manager search
• Ongoing monitoring
• Investment behavioral analysis
• Investment policy statement review
• Fiduciary review
• Assistance in identifying investment options in connection with broad range requirements of 404(c)
• Expense ratio review analysis
Bryson Wealth Management
Investments
Bryson Wealth Management
Alldataasof09/30/10unlessotherwisenoted
Data provided for this report is © 2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or
its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its
content providers are responsible for any damages or loses arising from any use of this information. Past performance is no guarantee of future results.
ABCCompanyRetirementPlanFeeAnalysisReport-Summary
Total ($'s) Total (%) Fees Distribution Per Participant
Invested Assets Total $ 5,976,000 No. 1001st Source
Advisor
Net Investment FeesTotal Plan Cost
$
$
$
$
14,6507,476
29,068
51,194
0.25%
0.13%
0.49%
0.86%
29%
15%
57%
100%
$
$
$
$
14775
291
512
Plan Size Average $
$
5,000,000
10,000,000
1.12%
1.05%
$
$
488
578
Fees Distribution Fee Synopsis
Investment Due Diligence
Employee Education& Communication
Bryson Wealth Management
Bryson Wealth Management
Preparing Participants for Retirement Readiness
Education
How much will I have at retirement
How much should I defer
Rollover Education
Retirement Strategies
• Plan Governance Strategies
• Provider Search and Analysis
• Cost Analysis and Benchmarking
• Contract Review Services
• Best Practices Plan Design Assistance
• DB Plan Termination
• DC Plan Redesign Support
• Deferred Compensation
Bryson Wealth Management
Consulting