New Client Meeting Notice

08Jan10

Hello Everybody,

I wanted to update you on the transition of our 401(k) provider. After several meetings with Ron Sloy and Michael Tudor of Sloy, Dahl, Holst Inc., my partners and I have decided to move the company’s 401(k) benefit program from American Northwest Advisors to Sloy, Dahl, Holst Inc. There are some significant advantages that come along with this transition. First and foremost, we will be able to take advantage of fund revenue sharing which will offset the cost of administering the plan and providing this benefit to you. Ron has a proven track record, going back to 1986, of consistently out performing the S & P 500 as well as our current plan administrators.

We have scheduled a March 1, 2010 transition to Sloy, Dahl, Holst Inc. In anticipation of this switch, there will be two meetings on Thursday, January 14th, at 6:30 am and 9:30am, with Ron and Mike to go over the specifics of the transition and to answer any questions.

We are confident in Ron’s and Mike’s ability to manage our plan and to maximize the gains for those of us participating in the 401(k) plan. We have spoken to other firms that have made the switch to SDH and have received nothing but great reviews. Ron has a very hands on and proactive approach to the market. Ron and Mike will be here every quarter to discuss the performance of the plan and to help out those individuals seeking input on their accounts. We are very excited about this new relationship we have forged and believe that it will be fruitful for all involved.

Geoff

Learn more about Ron Sloy.

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