Wachovia - Plan Establishment and Enrollment

Evergreen OnePlan can be quickly set up in five simple steps. You can complete this process on your own, with your financial professional, by contacting an Wachovia Retirement Services Sales Specialist at (800) 690-9721, or by going to our web site, www.evergreenoneplan.com.

Establishing Evergreen OnePlan in Five Easy Steps

Step 1

Step 2

Step 3

Step 4

Step 5

Register your account.

Initiate account set up by entering basic information.

Customize your plan features.

Customize your plan by designating employee eligibility,² setting contribution levels, and attaching vesting schedules.

Choose from superior investment options¹.

Choose from a list of load-waived investment options, including funds from Evergreen Investments and other leading mutual fund families.

Print and sign plan documents.

Simply print the adoption, program, group trust and service agreements from the Evergreen OnePlan website, then sign and return all agreements.

Provide basic employee information.

Provide when prompted information about yourself and any eligible employees² including their names, Social Security numbers, dates of birth, dates of hire and salaries.

Once we receive the signed documents and applicable fees, your Evergreen OnePlan account is ready to go.

Enrollment in Three Easy Steps

Once your Evergreen OnePlan account establishment is complete you – and your spouse or children if they work for the business – can enroll online by following these three easy steps:

Step 1

Step 2

Step 3

Enter personal information and beneficiary designation

You and any eligible employees provide your personal information (such as address, phone number and e-mail), and can designate up to three beneficiaries.

Enter deferral amount and allocation

You and any eligible employees determine how much (if any) of your regular payroll you would like to defer into your Evergreen OnePlan account. Once you elect to make contributions, you must then determine how to allocate your contributions among the available investment options.

Print and sign enrollment form

After completing the previous two steps, the enrollment form is dynamically created and presented online for review and printing.

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¹ The plan sponsor or its investment committee must make an independent decision about which investment options to include in the plan. Evergreen Connect k service providers and representatives do not act as investment advisors or fiduciaries to the plan, plan sponsor, trustee or participants.

² Generally only you, your spouse, parents and children are considered eligible employees. If you have other full-time employees, you may not be eligible for Evergreen OnePlan.

Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

PLAN ESTABLISHMENT AND ENROLLMENT

Establishing Evergreen OnePlan in Five Easy Steps

Enrollment in Three Easy Steps