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Transcript Welcome How may we help you?
Sonic Corporation
Retirement Plan Solutions
Presented by
UMB Bank, n.a.
August 16, 2001
UMB Bank’s Comprehensive
Retirement Plans
UMB Bank
Customer Relations
Plan Services
Education
Daily Processing
Investments
Conversion
Fees
Agenda
Locations
UMB Banking
Centers
(Retirement
Planning Services
offered
nationwide)
Customer Relations
Team Approach
Two points of contact
Personal Attention
Periodic on-site visits
Accessible
Client Support
Education
On-site enrollment meetings
Custom designed
Explain plan features
How to Achieve your Retirement
Dreams
Basics of Planning and Investing
Changes to your Plan
Online Retirement Planning
Investments
Risk Chart - Sonic Corp.
Higher Potential for Reward
Sonic Corporation Stock
UMB Scout WorldWide Fund
Managers Special Equity Fund
MFS Mid-Cap Growth A
Federated Mid-Cap
Fidelity Advisor Equity Growth T
Federated Stock Trust
Federated Max-Cap Inst’l Svc
MFS Total Return Fund A
Federated Intermediate Income Inst’l Svc.
American Century GNMA Adv.
UMB Scout Money Market - Prime
Higher Risk
Proposed Fund Menu
Starters
Money Market - UMB Scout Money Market
Prime
Government Bond - American Century GNMA
Corporate Bond (Intermediate) - Federated
Intermediate Income Institutional Service
Proposed Fund Menu
Category
Balanced - MFS Total
Return Fund A
Proposed Fund Menu
Category
Large Cap Stock (Index) - Federated Max-Cap
Large Cap Stock (Value) - Federated Stock Trust
Large Cap Stock (Growth) - Fidelity Advisor Equity Growth T
Mid Cap Stock (Blend) - Federated Mid Cap
Mid Cap Stock (Growth) - MFS Mid Cap Growth A
Proposed Fund Menu
Small Cap Stock (Growth) - Managers Special Equity Fund
Foreign Stock - UMB Scout WorldWide
Common Stock - Sonic Corporation Stock
Investment Consulting Group
Choice
Multiple fund families
Quality
“Best of breed”
Service
Ongoing evaluation and monitoring
Commitment to
employee benefits
Why UMB
Bank?
Investment
consulting
Comprehensive
service-based
program
Legacy of Creating Solutions
First organization to offer Individually Directed
Accounts
First bank to establish a family of no-load
managed mutual funds
First bank to successfully conduct a test of Y2k
ready deposit transaction system
eScout - business to business Internet solutions
for small companies
UMB Bank and Sonic Corp.
We can help you grow
Questions??