1 The plan sponsor or its investment committee must make an independent decision about which investment options to include in the plan. Evergreen OnePlan service providers and representatives do not act as investment advisors or fiduciaries to the plan, plan sponsor, trustee or participants.
2 Asset fees are for recordkeeping, account administrative, and consulting/support services and not for investment management or investment advisory services. Asset fees are charged under agreements with ePlan Services, Inc. and ePlan Advisors LLC.
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