The AssetMark 401(k) Web Site –
Account Information and Transactions at Your Fingertips

With your AssetMark 401(k) Plan, access to account information and the ability to transact in your account is as close as your computer. The Web site is available 24-hours a day, seven days a week. To get started, visit www.assetmark401k.com and choose “Account Login.”

At the login box, enter your User ID and password.* Once logged in, you will have the following options:

Retirement Calculator: Estimate your income and savings you will have when you retire.

Participant Summary: Find your general personal and account information, including account balance, birth date, hire date and a pie chart showing your investment allocations by percentage.

Account Balance: View your account balance and vested account balance by investment and s ource, plus number of shares in each fund and your current election percentage.

Password Change: Change your password here.

Fund Information: View a list of funds available in your plan and current price of each. Click on name of each fund for a Morningstar link about that fund’s performance. (Please note some funds may not be available on Morningstar and will not appear as a hyperlink.)

Personalized Rate of Return: See your personalized recent rate of return (by month, quarter and year) for each of the funds you currently hold in your account.

General Information: This page may contain general announcements or information about your plan.

Investment Elections: View or change your current investment elections. Changes must be in whole percentages and affect only money coming into the plan, not money that is already invested. To make changes to your existing account balances, you will use the Transfer Funds or Rebalance features described below.

Transfer Funds: Transfer money between funds. After you enter a transfer request, a “Confirmation of Change” screen will appear to allow you to confirm your transaction before it is implemented. Trade requests placed each business day prior to 11:30 a.m. MT will take place that day; trade requests received after that time will occur the following business day.

Rebalance Portfolio: Rebalance your investments based on your current allocation percentages. You can do this as a one-time event or you can create a recurring option that will rebalance your investments on a scheduled basis.

Rebalance Using One-Time Elections: Choose percentages other than your current election percentages to make a one-time change to your existing account balance without changing your investment elections for your future contributions (i.e., new money coming into your plan).

View Loans: View your outstanding loan(s) (if your plan permits loans). See your original loan amount, current balance, remaining payments and next payment date, as well as your amortization schedule.

New Loan: Experiment with different options prior to requesting a loan, and determine amount you have available for a loan based on your plan’s loan policy and IRS regulations. (Be sure to enter number of payments based on your current payroll schedule.)

Reports: View and print your quarterly account statements – available within 15 business days following each of your plan’s quarter-ending dates. Statements remain available for at least one year.

Transaction History: View historical transactions in your account, including contribution and fund changes, interest and gains and fee transactions. Sort by date range or transaction type.

Web/Voice Response Unit Requests: View historical transactions in your account that you have requested via the Web or Voice Response Unit. Sort by date range or transaction type.

Other Helpful Information About the AssetMark 401(k) Web Site

• Look for the “Printable View” box in upper right-hand corner of each page to print paper copies of displayed information for your records.
  
• When you are finished with your session, always use the “Logout” option rather than simply closing the screen or going to a different Web site. This will prevent you from having trouble logging on to your account the next time you visit the Participant Web site.
  
• Help keep your password and account information secure by reviewing written confirmations and account statements that you receive in the mail and by keeping your User ID and password confidential.
  
• When using the Web site, assistance is available by calling the Daily Valuation Retirement Plans Department at 800-553-4337.

*Your Social Security Number is your initial User ID. Your initial password is the last four digits of your Social Security Number. The first time you log in, the system will require you to change your password. You will also have the option to change your User ID at that time. Your User ID and password are case sensitive; whatever format you used to originally set them up is exactly how you will need to enter them each time you log in.

Please note that if you fail to log in three consecutive times, your account will be disabled for your protection. In that case, contact the Daily Valuation Retirement Plans Department at 800-553-4337 or daily.product@fiserviss.com and request to have your account reset.