Advisor Firm Logo Here RETIREMENT PLAN CONVERSION Client

Advisor Firm Logo Here RETIREMENT PLAN CONVERSION Client logo placeholder

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PROCESS: IMPORTANT DATES PHONES OPEN CUTOFF DATES MONEY TRANSFERS CONVERSION COMPLETE ACCOUNT STATEMENT BLACKOUT PERIOD Date Date Date Date Date Call with questions Last day to request investment changes Account balance transfers Account is with T. Rowe Price and all services are available Statement for XX quarter mailed PIN mailed Contributions and loan repayments transfer

CURRENT INVESTMENTS If you don’t make an investment election for the new plan, here’s how your current balance and future contributions will be invested: Current Investment: New Investment:

PLAN FEATURES Plan Eligibility Contribution Limits Contribution Types Company Contributions Vesting Schedule You are eligible to participate in the plan [plan-specific detail]

PLAN FEATURES Plan Eligibility Contribution Limits Contribution Types Company Contributions Vesting Schedule These limits exclude any after-tax (non-Roth) contribution limits discussed on next slide. You can contribute: Between [xx%] and [xx%] of your pay to your plan Up to the IRS limit: 20,500 for 2022 Up to an additional 6,500 if you will be age 50 or over by the end of the year and contribute the maximum allowed by your plan

PLAN FEATURES Plan Eligibility Contribution Limits Contribution Types Company Contributions Vesting Schedule You can make before-tax [and/or Roth and/or after-tax] contributions to the plan

PLAN FEATURES Plan Eligibility Contribution Limits Contribution Types Company Contributions Vesting Schedule For slide variations, see the Plan Features presentation. Company Contribution: [Describe the company match here] [Contribution type] Years of service [xx%] [xx years] [xx%] [xx years] [further plan-specific detail on contribution type]

PLAN FEATURES Plan Eligibility Contribution Limits Contribution Types Company Contributions Vesting Schedule For slide variations, see the Plan Features presentation. Company Contribution: Vested percentage Years of service [xx%] [xx years] [xx%] [xx years] [xx%] [xx years] [xx%] [xx years] [xx%] [xx years] You are always 100% vested in the salary deferral portion of your account.

PLAN FEATURES: INVESTMENT OPTIONS Stock Mutual Funds/Trusts Bond Mutual Funds/Trusts Money Market Funds/ Stable Value Trusts Age-Based Investments XX

PLAN FEATURES: INVESTMENT OPTIONS Stock Mutual Funds/Trusts Bond Mutual Funds/Trusts Money Market Funds/ Stable Value Trusts Age-Based Investments XX

PLAN FEATURES: INVESTMENT OPTIONS Stock Mutual Funds/Trusts Bond Mutual Funds/Trusts Stable Value Trust Age-Based Investments XX

PLAN FEATURES: INVESTMENT OPTIONS Stock Mutual Funds/Trusts Bond Mutual Funds/Trusts Money Market Funds/ Stable Value Trusts Age-Based Investments XX

PLAN FEATURES: INVESTMENT OPTIONS [xx] Stock Mutual Funds/Trusts [xx] Bond Mutual Funds/Trusts [xx] Money Market Funds/ Stable Value Trusts Fill in website address where participants can obtain additional information FURTHER DETAILS AT website address Current list of investment options Performance information Morningstar fund fact sheets [xx] Age-Based Investments All investments involve risk, including possible loss of principal. Add/delete based on what participants can find at the website listed above

PLAN FEATURES Withdrawals Loans Beneficiaries Under specific circumstances, you have access to your vested account balance

PLAN FEATURES Withdrawals Loans Beneficiaries You have the option to borrow from your vested account balance

PLAN FEATURES Withdrawals Loans Beneficiaries In the event of your death, your designated beneficiaries will inherit your account

MONITOR YOUR ACCOUNT ONLINE Please add in any graphics you think are appropriate, like images of participant websites or account summaries: Quickly view and access accounts and balances Perform transactions Check in on your progress toward retirement Research investments Log in wherever you are, whatever your device (if that is true)

GETTING STARTED Add screen images of enrollment/sign-up process to show how easy it is to get started.

PROCESS: IMPORTANT DATES PHONES OPEN CUTOFF DATES MONEY TRANSFERS CONVERSION COMPLETE ACCOUNT STATEMENT BLACKOUT PERIOD Date Date Date Date Date Call with questions Last day to request investment changes Account balance transfers Account is with T. Rowe Price and all services are available Statement for XX quarter mailed PIN mailed Contributions and loan repayments transfer

IT’S YOUR FUTURE

SAVE ENOUGH FOR RETIREMENT

WE’RE HERE TO HELP

Add your logo, telephone number, email/website C13NWU3LW 202006-1229787

LINKED SLIDES These slides remain at the back of the presentation and can be linked from within the presentation (via gears) if the rep feels it’s necessary to support their talking points

Appendix starts here— Use the following slides as requested in the form. Once all edits and slide replacements have been made, delete any pages (including this page) that are not used. SLIDE VARIATIONS FOR DIFFERENT PLAN FEATURES

AUTO-INCREASE Automatically increases your payroll deduction each year You choose the amount of the increase and the month you want it to occur

PLAN FEATURES Withdrawals Under these specific circumstances, you have access to your vested account balance: Loans Termination of service Retirement Beneficiaries Age 59½ Death Disability Financial hardship

PLAN FEATURES Withdrawals You have the option to borrow from your vested account balance Minimum: [ XX] Loans Beneficiaries Maximum: 50% vested account balance, up to 50,000* Interest: [prime 1%] [Up to X years for general loans; up to X years for primary residence loans] Fee for each loan Up to [XX loan(s)] at a time *Reduced by the highest outstanding loan balance during the prior 12 months.