b'Award-winning tools that help POWERED BY|ASCENSUSemployees reach their goalsOnce enrolled in the plan, your employees can use our:Intuitive website: Our dynamic website allows employees to manage their accounts anytime, anywhere. Employees can also use our mobile app. Both the website and app are available in English and Spanish.Participant service center: Ascensus representatives are available to answer your employees questions, validate information, help with transactions, and provide support in English, Spanish, and other languages.Financial wellness offerings: As part of our 401(k) Participant Experience, weve developed a financial wellness offering for plan participants featuring access to a multi-media financial education library, unlimited access to 1x1 financial coaching with CFP professionals, live monthly webcasts, and a quarterly 401(k) PEP Talk via Zoom.All are designed to help employees feel empowered and more secure about their financial futures. DIGITAL EXPERIENCE EXCELLENCEOur plan sponsor and plan participant websites as well as our mobile experiences are among the retirement industrys best according to DALBAR, a market research firm. In DALBARs quarterly review, we were named the #2 participant website and #6 plan sponsor website.With the YouThrive PEP, you can offer a retirement plan that benefits both you and your employees.This material is for plan sponsor use only; it is not for use with plan participants or the general public.Investment advisory services are offered through CapSouth Partners, Inc (CapSouth), dba CapSouth Wealth Management, an independent registered Investment Advisory firm. Information provided by sources deemed to be reliable.CapSouth does not guarantee the accuracy or completeness of the information.This material has been prepared for planning purposes only and is not intended as specific tax or legal advice.CapSouth does not offer tax, accounting or legal advice. Please consult your tax or legal advisor to discuss your specific situation before making any decisions that may have tax or legal consequences.Newport Group, Inc, an Ascensus company, has retained CapSouth as the 3(38) investment fiduciary to the YouThrive Pooled Employer Plan. CapSouth is not affiliated with Newport orAscensus.Newport Group, Inc. (NGI), an Ascensus company, is a registered Pooled Plan Provider offering professionally-managed Pooled Employer Plans (PEPs). More information regarding Newports registration and available plans can be found at www.efast.dol.gov by clicking Form PR Registration Search, entering Newport in the Legal Business Name field, and then clicking search at the bottom of the page.NGI and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, insurance, and brokerage services. Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC (NGC) a registered investment adviser and wholly owned subsidiary of NGI. For more information about NGC and its services, please visit www.newportgroup.com or refer to NGCs Form ADV Part 2, which is available by contacting us at 407-333-2905, or by visiting our website.Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor. Neither Ascensus, LLC nor NGI provide tax, legal, or accounting services. Ascensus and the Ascensus logo are registered trademarks of Ascensus, LLC.Copyright 2023 Ascensus, LLC. All rights reserved. 1504802-PSG-1504803 (12/2023)'