RPA's Primary
Strategic Partners
& Service Providers

"Judge Us By The Company That We Keep"

PROVIDING ACCESS TO OVER 4,000 MUTUAL FUNDS
AND MORE THAN 350 FUND FAMILIES

FIDELITY INVESTMENTS INSTITUTIONAL BROKERAGE GROUP[FIIBG] provides Retirement Planners & Administrators with the ability to offer our clients and all of their varied retirement plans with an unparalleled and diversified selection of mutual funds for use in their plans.

As a pension and retirement plan administrator for a wide range of corporations, as well as not-for-profit organizations and government entities, our clients want diversity, flexibility and convenience in their retirement plans.

Representing a multi-fund trading platform of over 4,000 mutual funds and more than 350 fund families, the FIIBG trading platform offers our clients, large or small, with a depth in investment opportunities that today's investment and technology climate demands. Not just FIDELITY mutual funds, but mutual funds of every nature.

While many people know FIDELITY as the largest mutual fund company in the world, in fact, they are a close-knit enterprise of businesses that serve a variety of customers with a wide range of financial services. This business approach, combined with their significant investment in technology, enables FIIBG to remain closely aligned with RPA's needs and expectations as well as those of all of our clients.

Through our affiliation with FIIBG and their FIDELITY FUNDSNETWORK, Retirement Planners & Administrators can administer and provide recordkeeping for not only the fine mutual funds in the Fidelity family of funds, but also for the very broadest array of mutual fund alternatives on behalf of our clients.

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MATRIX SETTLEMENT & CLEARANCE SERVICES (MSCS), an alliance between MATRIX BANCORP, INC. and OPTECH SYSTEMS, INC., offers an innovative approach that specializes in mutual fund clearing and settlement services for Banks, Broker/Dealers, Trust Companies and Third Party Administrators (TPAs). RPA is pleased to include MSCS as one of its highly respected strategic partners.

MATRIX BANCORP, INC., (NASDAQ: MTXC), established in 1993, is a publicly held unitary thrift holding company that, through its subsidiaries, focuses on traditional banking, mortgage banking and trust administration MATRIX BANCORP, INC.'s related subsidiaries include: Matrix Capital Bank; Sterling Trust Company; and First Matrix Investment Services Corporation. Through these established subsidiaries, MATRIX BANCORP, INC., brings expertise in the fields of cash processing, custodial and trust services, benefit payment processing and proprietary fund company agreements covering over 1000 mutual funds. MATRIX BANCORP, INC., has established the foundation for succeeding in highly competitive markets, has a proven track record of service, and consistently realizes favorable return on equity.

OPTECH SYSTEMS, INC., is a software development firm that, since its inception in 1997, has emerged as a leading specialist in technology solutions for operations and securities management. The company's objective is to combine leading edge technology with industry expertise to provide its clients with effective business solutions. With the development of two customized commercial software products, AutoFund and AutoNet, OPTECH SYSTEMS, INC.., has earned an unparalleled competitive position in mutual fund clearing and settlement applications. Providing a fully automated solution, AutoFund provides straight-through processing to connect with NSCC's Fund/SERV. AutoFund's companion product, AutoNet, uses NSCC's Networking product to provide an automated daily reconciliation environment from the fund companies to customers' trust or record keeping systems.

SETTING A NEW STANDARD. The financial strength and proven track record of MATRIX BANCORP, INC., as a diversified financial services company, combined with the technical expertise of OPTECH SYSTEMS, INC., enables MSCS to offer a fully automated, turnkey solution in the business of mutual fund clearing and settlement services, custodial and trust services, as well as access to proprietary fund company agreements.

Using state of the art technology combined with the power of the National Securities Clearing Corporation's (NSCC) Fund/SERV and its Networking products, MSCS is a front-runner in the process of mutual fund clearing and settlement services. It is the company's vision to revolutionize the way mutual funds are traded and their positions are reconciled -- setting a new industry standard.

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Employee Benefit Technology

Since their founding over 25 years ago, SungardCORBEL has grown into the largest and most experienced provider of computerized retirement plan recordkeeping software and retirement plan document preparation software and services, in the entire employee benefits industry. Retirement Planners & Administrators, in support of our nationwide client base, is contracted with SungardCORBEL, to provide RPA with its most current, state-of-the-art retirement plan computer software and legal support.

Sparing no expense in the support of our clients, RPA relies on SungardCORBEL to provide us with their Relius(TM) Administration Retirement Plan Recordkeeping Software, Corbel's Relius(TM) Documents Pension Software and Services, as well as their full contingent of Educational Software and Seminars.

RPA has found that the forward thinking and continuing R & D efforts of SungardCORBEL, along with the close monitoring of their chosen market, have provided them with the ability to always act in anticipation of their our needs. That's good for us and that's very good for our clients and their retirement plans.

SungardCORBEL is owned by SUNGARD DATA SYSTEMS, INC., [NYSE: SDS]. A publicly traded company with over one billion in assets, SUNGARD DATA SYSTEMS, INC., is a global leader in integrated IT solutions for financial services. SUNGARD DATA SYSTEMS, INC., is also the pioneer and a leading provider of high-availability infrastructure for business continuity, serving more than 10,000 clients in over 50 countries, including 47 of the world's 50 largest financial services institutions.

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Headquarted in Atlanta, Georgia, Reliance Trust Company [RTC] is one of the largest independent trust companies in the country, with clients in virtually all fifty states. Over the past 20 years, Reliance Trust has achieved substantial, yet controlled, growth by building a reputation in the financial services industry for providing its clients with highly-focused, practical and results-oriented guidance.

As one of our strategic partners, Reliance Trust provides Retirement Planners & Administrators and our clients, with varied support services, including but not limited to, independent plan trustee support, plan trustee services, trust accounting and custodial services. Due to Reliance Trust's nationwide presence with offices across America, these support services are provided in every state. This is especially important to RPA clients with multiple offices in multiple states whose retirement plans require these services.

As a directed trustee, RTC carries out, or causes to carry out, the terms and provisions of the retirement plan and monitors transactions in the trust fund for compliance with plan provisions and ERISA. RTC provides reconciliation review reports for plan investments, transactions and distributions, and upon request provides a trustee certification of plan assets and signs Schedule P of IRS form 5500 each year. As a directed trustee, RTC provides general plan administrative assistance and guidance to the plan sponsor and RPA for matters concerning ERISA and the plan and trust agreement.

Founded in 1975 and with over $10 billion in assets under management, RTC is a privately held company owned by employees and directors providing an extra ownership interest in the delivery of high quality services to customers and their alliance partners like RPA.

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UNITED BANK

United Bank provides Trustee Services to the clients of Retirement Planners & Administrators, as and when needed by our clients. Also as required, United Bank provides RPA's clients with a distribution-clearing house that facilitates participant payouts and provides tax reporting (Forms 945, 1096 and 1099).

United Bankshares, Inc. (UBSI), parent company of United Bank (UB) and United (UNB), is a multi-state holding company operating over 80 offices in Virginia, Maryland, Washington, D.C., West Virginia and Ohio. UBSI has over $4.8 billion in assets and employs over 1,500 people.

In May 1998, UBSI was added to the Standards & Poor's Small Cap 600 Index. UBSI joins only thirteen other financial institutions in the index.

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