Herz Retirement Plans

Blue Back Square 75 Isham Road The Lexicon, Ste 320 West Hartford, CT 06107 Phone: 860.232.5050 Fax: 877.840.2449 www.herzfinancial.com 1. We offer plans from many carriers and work with several TPA’s. The specifics regarding platforms, TPA’s, and fees will be disclosed during the sales presentation and are based on the carrier and size of the plan. 2. Investment products are not insured by the FDIC, the Federal Reserve Board, or any other agency and are not deposits or obligations of, nor guaranteed or endorsed by, any bank or savings association. Securities and investment advisory services are offered through and variable products underwritten by, Ameritas Investment Corp. (AIC), member FINRA/SIPC and a registered investment adviser. If you would like more detailed information about AIC’s investment advisory services, you should obtain a copy of AIC’s Form ADV Part II, which outlines the fees, expenses, and investment parameters associated with the AIC’s advisory platform. This disclosure document should be read carefully before investing.

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