Disclosures

Erisa Corporation, Erisa Partners, Inc., Erisa Advisers, Inc., and Erisa Technologies, Inc. (collectively referred to as the “Erisa entities”) are separate but affiliated companies. Erisa Partners, Inc. provides third-party administration and recordkeeping services, while Erisa Advisers, Inc. offers fiduciary and investment management services. Erisa Technologies, Inc. is a proprietary technology platform that the Erisa entities can use to prepare and disseminate reports, projections, estimates, and other communications necessary for retirement preparedness, engagement and estimation. Erisa RetireReady is a brand of Erisa Corporation.

Market return expectations, investment opinions, and statements of financial market trends are exclusively provided by Erisa Advisers, Inc., an investment management firm registered with the U.S. Securities and Exchange Commission. Erisa Advisers, Inc. is solely responsible for any investment-related content that may appear on erisa.com. Erisa Advisers, Inc.’s public website is erisaadvisers.com.

This website serves as a general communication for informational purposes only. It is educational in nature and not intended to be a recommendation for any specific investment product, strategy, plan feature, or other purpose. By accessing this communication, you acknowledge and agree to the intended purpose outlined above. Any examples used in this material are generic, hypothetical, and for illustrative purposes only. None of Erisa Consultants, its affiliates, or representatives implies that the recipient or any other individual should take a specific course of action or make any investment or financial decision. Before making any investment or financial decisions, investors should seek personalized advice from financial, legal, tax, and other professionals who consider all the unique facts and circumstances of their individual situations.