Northeast Retirement Services (NRS) provides a full range of institutional services to asset managers and asset owners including transfer agency, master trust plan accounting, fund unitization, fund-of-fund solutions, and fiduciary services. NRS combines an unmatched blend of in-depth ERISA expertise, outstanding client service, and proprietary technology to deliver services and solutions to the institutional marketplace. Founded in 1999, and a wholly owned subsidiary of Community Bank System, Inc. (NYSE: CBU), NRS administers over $1.4 trillion (USD) in assets. For more information, please contact Don Doherty, Senior Vice President, Business Development, at 781-938-9595 or ddoherty@nrstpa.com.

Third Party Administration Transfer Agent Plan Accounting Unitization Financial Services Custom Accounting Solutions Target Date Fund Administration Collective Trust Sponsor LLC Manager Master Trust Customized Fund of Funds Endowments and Foundations Non-registered funds Master Feeder Funds Group Trusts Directed Trustee Services Collective Investment Trusts CITs Non-Profit Asset Services Retirement Asset Services Financial Advisory Services