For Clients

• Northwest Asset Management Client Disclosure Forms ADV P 2A , Wrap Brochure, Privacy Policy
• Financial Industry Regulatory Authority, www.finra.org
• Dynamic Investing Team, www.artnunes.com

Tools and Calculators

• Financial Calculators, www.finra.org/investors/toolscalculators

For Employer Sponsored Retirement Plans

• 401K Help: www.401khelpcenter.com
• Profit Sharing Council of America: www.psca.org
• DOL website: http://www.dol.gov/compliance/laws/comp-erisa.htm
• Retirement Plan Comparison

For 401k Plan Participants

Below is information on how to access your account:

Fidelity 401k Plans:
Phone: 1-800-294-4015
Web access: www.netbenefits.com

American Funds Recordkeeper Direct Plans:
Phone: 1-877-833-9322
Web access: www.americanfunds.com/retire

American Funds PlanPremier:
Phone: 1-800-204-3731
Web Access: http://myretirement.retire.americanfunds.com/home.htm

Ascensus:
Phone: 1-888-260-2580
Web Access: https://www.retirement.americanfunds.com

Expertplan:
Phone: 609-918-2525
Web Access: www.expertplan.com

Social K:
Phone: 609-918-2525
Web Access: http://socialk.com/

The Hartford:
Phone: 1-800-854-0647
Web Access: www.thehartford.com/retirementplans/access

For Non-Profits

• Northwest Development Officers Association, www.ndoa.org
• Washington Planned Giving Council, www.wpgc.org