PAST ISSUES - DID YOU KNOW?

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  ISSUE 18, 2011 
• NetX360.com Deepens Advisor Access—Provides Web-based Interface for Anytime, Anywhere Availability
  With Pershing's pending release of NetX360.com, the browser-based version of our game changing technology platform, you can now access key functionality from any Internet-enabled computer. This exciting new release—which replaces NetExchangePro.com—will be generally available in the fourth quarter 2011.
• Pershing Launches Enhanced Asset Management Account
  Pershing is pleased to announce that a new asset management account, Corestone Account™, will soon replace ProCash Plus^®. Designed with your clients in mind, this powerful asset management account delivers broader benefits for clients.
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  ISSUE 17, 2011 
• Designated Roth Option Available for Qualified Retirement Plans
  A Roth option for 401(k) and 403(b) accounts is now available at Pershing for existing and new qualified retirement plans. The Roth option is not a new type of plan—it is a new "contribution type" that can be accepted by new or existing 401(k) and 403(b) plans and can be an attractive employee benefit.
• ETF Center Enhancements
  

  If your clients—like many investors—are seeking low-cost exchange-traded funds (ETFs) for their portfolios, make your first stop Pershing's ETF Center via NetX360™. ETF Center is an indispensable resource, powered by Morningstar that offers independent research and analysis, the latest news and daily fund profiles on over 1,000 ETFs and exchange-traded notes (ETNs).

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  ISSUE 16, 2010 
• NetX360™ Mobile: Access from Anywhere, at Anytime
  Leveraging NetX360's ability to access client data, place trades and prepare for meetings while on the go gives you a significant competitive advantage to win more business and satisfy customers.
• Getting a Handle on New Cost Basis Reporting Rules
  The responsibility for reporting cost basis information on security transactions for tax purposes has historically fallen to the investor. However, that will change on January 1, 2011, when changes enacted in the federal tax law by the 2008 Emergency Economic Stabilization Act go into effect.
• Increase Your Efficiency and Productivity
  Move to a consolidated platform
  One of your goals is likely to promote continual growth in order to increase and sustain your profitability long into the future. An important key to achieving this goal is to improve your efficiency and, hence, your productivity.
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  ISSUE 15, 2010 
• More and More Clients Are Opting to Go Paperless
  The "go paperless" bandwagon is sweeping the nation and a record number of clients are jumping on board. In May, nearly 40,000 accounts held at Pershing were enrolled for electronic delivery of brokerage account statements and trade confirmations—an enrollment record. New enrollments for 2010 have now exceeded 270,000.
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  ISSUE 14, 2010 
• Growing Your Retirement Business in the Small Employer Plan Market
  The small business sector is expected to become one of the fastest growing segments of the retirement marketplace. According to a recent Bureau of Labor Statistics report, businesses with fewer than 100 employees accounted for 68% of new jobs.
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  ISSUE 13, 2010 
• Important Reminder—April 30 Deadline for EGTRRA Restatement
  The Internal Revenue Service (IRS) is requiring qualified retirement plan (QRP) sponsors to restate their prototype QRP documents to reflect updates required by the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA).

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