Venn Wealth & Benefit Services, LLC is a private money manager and financial service firm serving individual investors and corporate retirement plans. Venn Wealth acts as an OUTSOURCED CHIEF RETIREMENT OFFICER for employer sponsored retirement plans, starting with the following evaluation analysis:  Perform efficiency analysis.  Perform plan diagnostic.  Evaluate matching structure.  Evaluate participation rate.  Evaluate liability exposure.  Evaluate fee & expenses as they relate to services performed.  Evaluate investment choices and compare alternative investment options.  Evaluate any negotiable fees.  Request proposals from 3 service providers to compare and benchmark.  Survey plan participants for retirement readiness and satisfaction. PARTICIPANT RETIREMENT INCOME PLANNING We will develop a realistic retirement income plan for each participant and guide them along the way to help them achieve the goal they desire. INVESTMENT MANAGEMENT As a 3(38) fiduciary investment manager, we will assume responsibility for selecting an appropriate investment line-up as well as offering personal managed accounts for participants that want a professional to handle the management for them. Other on-going services include:  Simplified investment approach for participants.  Cost competitive plan providers.  3(21) investment consultant.  Plan investment committee support.  Annual monitoring of plan investments.  Request proposals and conduct evaluation every three years. Every efficient plan starts with a thorough evaluation. Contact us today at: meschultz@vennwealth.com 814-943-3660 www.vennwealth.com A PENNSYLVANIA REGISTERED INVESTMENT ADVISOR