Service Provider Name	Action Taken	Successor	Date
CitiStreet	Sold	ING	2008
First Mercantile	Sold	MassMutual	2008
AST	Sold	Willmington Trust	2008
Princeton Retirement (Merrill Lynch)	Sold	Hartford	2007
Sunlife (MFS)	Sold	Hartford	2007
Top Noggin (DB)	Sold	Hartford	2007
Transamerica (403(b) Business Only)	Sold	One America	2007
Rydex Investments	Sold	Security Benefits	2007
FISERV IISS	Sold	TD Ameritrade	2007
BYSIS	Sold	JC Flowers	2007
Hand Benefits	Sold	BPA	2007
Oberland Financial Corp (Broker Dealer)	Sold	NRP	2007
Putnam	Sold	Power Financial	2007
401kCompany (Nationwide)	Sold	Charles Schwab	2006
US Bank	Sold	Great West	2006
CCA Strategies	Sold	JP Morgan	2006
Gail Weiss & Associates	Sold	TD Ameritrade	2006
STN	Joint Venture	Fidelity	2006
Ameriprise	Sold	Wachovia	2006
Ceridian	Sold	Newport Group	2006
Franklin Templeton	Outsourced	Fascorp	2006
Invesmart	Sold	Standard	2006
ABN AMRO	Sold	Principal	2005
American Express	Sold/Renamed	IPO/Ameriprise	2005
Amvescap	Sold	Merrill Lynch	2005
AXA Advisors	Outsourced	BFDS/DST	2005
CitiStreet	Sold (403(b) Business)	Met Life	2005
Federated Investors	Outsourced	Fascorp	2005
Fifth Third Bank	Outsourced	Fascorp	2005
JP Morgan	Outsourced (Balance Forward)	Fascorp	2005
Mellon	Sold	ACS	2005
Metavante (M&I)	Sold	Great West	2005
MetLife	Sold	Great West	2006
MetLife	Outsourced (403(b) Business)	CitiStreet	2005
Sunguard	Sold	Private Equity Group	2005
Travelers	Sold	Met Life	2005
Union Central	Merged	Ameritas/Unifi	2005
AG Edwards	Sold	CPI	2004
American Express	Outsourced ($5-$50mm)	Great West	2004
BancOne	Sold	JP Morgan	2004
Bank of NY	Sold	Wachovia	2004
CNA Trust	Sold	Union Bank of California	2004
Comerica	Outsourced	Wachovia	2004
GoldK	Sold	LBMC Retirement Plan Company	2004
Harris Bank	Sold	Wells Fargo	2004
John Hancock	Sold	Manulife	2004
Putnam	Carve out	Mercer HR	2004
Southtrust	Sold	Wachovia	2004
Strong	Sold	Wells Fargo	2004
401k Company	Exited small market		2003
American Century	Sold	JP Morgan	2003
Cigna	Sold	Prudential	2003
Delaware	Outsourced small plans	Bisys	2003
Emjay/Wells Fargo	Sold	Great West	2003
Enterprise/MONY	Sold	AXA	2003
Federated Insurance	Sold	Great West	2003
Fleet	Sold	Bank of America	2003
GE	Outsourced	Bisys	2003
mPower	Sold	Morningstar	2003
Northern Trust	Sold	Hewitt	2003
Pan American	Sold	Securian	2003
PFPC	Sold	Wachovia	2003
Pioneer	Exited		2003
Putnam	Outsourced small plans	Expert Plan	2003
Safeco	Sold	Symetra	2003
Scudder	Sold	ADP	2003
UMB	Sold Retirement Business	M&I	2003
US Bank	Outsourced small plans	Bisys	2003
Administrative Management Group	Sold	Lincoln Financial	2002
American Skandia	Exited		2002
Bank of NY	Outsourced	PFPC	2002
CBIZ	Outsourced	Bisys	2002
Emplanet	Exited		2002
Guardian	Exited		2002
Key Bank	Sold	Principal	2002
Merchantile Bank	Outsourced	Bisys	2002
MetLife	Merged	Gen Am & New England	2002
National City Bank	Outsourced	Hewitt	2002
Nippon Life	Exited		2002
Persumma	Merged	MassMutual	2002
Provident Mutual	Sold	Nationwide	2002
State Street Research	Exited		2002
SunTrust	Outsourced <$3mm	Nationwide	2002
Trustar	Exited		2002
Allmerica	Sold	Securian	2001
Emjay	Sold	Wells Fargo	2001
Fleet	Outsourced	INVESCO	2001
John Hancock	Sold Retirement Business	UPI	2001
LaSalle Bank	Outsourced	Chicago Title & Trust	2001
MetLife	Sold large plans	Hewitt	2001
Morgan Stanley	Outsourced	ADP/Fidelity	2001
PaineWebber	Outsourced	MFS	2001
Reliastar	Sold	Aetna	2001
Teamvest	Sold	Newport Group	2001
Unifi (PWC)	Sold	Mellon HR	2001
UPI	Sold	Bisys	2001
Wachovia	Outsourced large plans	Invesco	2001
Wachovia	Sold	First Union	2001
American Century	Outousced/Exited Small Market	ADP	2000
Bank of America	Outsourced	ADP/Aegon	2000
Huntington Bank	Exited		2000
Merrill Lynch	Sold <$3mm	Bisys	2000
Prudential	Outsourced <$3mm	Bisys	2000
T Rowe Price	Outsourced small plans	Trustar	2000
Chase Manhattan Bank	Outsourced	Fidelity	1999
CitiBank (Copeland/Smith Barney)	Merged	CitiStreet	1999
State Street	Merged	CitiStreet	1999
Aetna	Sold	ING
AXA Advisors	Outsourced	BFDS/DST
PFPC	Sold	PNC Bank
Transamerica	Sold	Aegon