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??