John D. Blossom, Jr. MSPA, PPC™, RF™, CBC - Chief Executive Officer/President

Mr. Blossom is founder of Alliance Benefit Group, LLC a retirement plan service organization with fourteen regional locations. Each ABG office is independently owned and operated to offer regional service to retirement plans and advisors. As a national enterprise, Alliance Benefit Group administers more than ten billion dollars in retirement plan assets.

Blossom is president and CEO of Alliance Benefit Group of Illinois, Inc., headquartered in Peoria, Illinois, with branch offices in Chicago, Illinois and Madison, Wisconsin. The firm serves over 600 retirement plans with more than 35,000 participants in 42 states with assets of more than $1.5 billion from the ABG headquarters in Peoria.

John has been in the benefits field over 40 years. He is a MSPA - Member of the American Society of Pension Professionals & Actuaries. He is a CLU and life member of the life insurance industry's Million Dollar Round Table. He is a founder of Retirement Advisors and Designers of America (RADA) a resource-sharing group of retirement plan professionals with a history of meeting for over thirty-five years.

Blossom earned the Professional Plan Consultant™ (PPC™) designation in 2006 through Financial Service Standards, LLC. Blossom was certified as a Registered Fiduciary™ by DALBAR, Inc. The Registered Fiduciary™ (RF™) designation identifies financial professionals as knowledgeable fiduciaries that have achieved pertinent educatational qualifications and licenses, learned required skills, and have passed a background check. In October, 2009 Blossom successfully completed the Cash Balance Consultant Certification Program and was granted the designation of Cash Balance Consultant (CBC).

John serves as a member of the Steering Committee of the Society of Plan Asset-Managers and Record Keepers (SPARK), The Charles Schwab Trust & Advisory Board and Council of Independent 401(k) Recordkeepers (CIkR).

Blossom attended the University of Colorado, majoring in economics and finance and earned the Master of Business Administration degree from the Graduate Theological Foundation in January 1995. He has served as a faculty member of several retirement plan education programs and as a speaker at many national and regional industry events.

john.blossom@abgemail.com

Daphne M. Weitzel, Trustee for ESOP, CPC, QPA, PPC™ - Senior Vice President and Consultant

Ms. Weitzel is a Certified Plan Consultant with over 19 years of experience with administration of qualified and non-qualified retirement plans. As COO she manages the day to day operations of the company's multiple service areas and provides marketing support and consulting services to clients and intermediary relationships. Ms. Weitzel has served as a member of the American Society of Pension Actuaries Examination Committee, the Pension Actuary Committee, and has been a guest speaker of the Illinois ESOP Association.

daphne.weitzel@abgemail.com

Linda Byrne Blossom, Trustee for ESOP, AIFA®, PPC™; - Senior Consultant and Vice President

Linda B. Blossom is Vice President in charge of Investment Services for Alliance Benefit Group of Illinois. She leads the team that provides investment advisory and consulting services to the firms' defined contribution plan clients and intermediary relationships. She oversees the firms' Registered Investment Advisory (RIA) services to its retirement plan clients as its Chief Compliance Officer. Linda is an accredited Investment Fiduciary Analyst™ (AIFA™) and Professional Plan Consultant™ (PPC™).

Linda has over 30 years experience in the qualified retirement plan arena having started her career with the firm in 1974. Her past experience has ranged from defined contribution plan design to Participant communication services and now, investment services. She is a member of several profession/industry related organizations including Retirement Administrators and Designers of America (RADA), Profit Sharing/401k Council of America (PSCA), SPARK (Society of Professional Asset Managers and Record Keepers) and National Association of Professional Women (NAPW). She is a member of the firm's corporate Board of Directors serving as its Secretary and serves as Recording Secretary on the Board of Alliance Benefit Group, LLC (national organization).

Linda oversees the firm's experienced Investment Services Team as they assist defined contribution plan clients in meeting their ficuciary responsibilities to the Plan and Participants through the fund selection and regular monitoring processes. Specific due diligence criteria is applied as outlined in a written Investment Policy Statement developed and implemented for each client. Monitoring reports are provided quarterly and review meetings are scheduled at least annually.

linda.blossom@abgemail.com

Teresa D. Wood, QKA, ARPS - Senior Vice President

Teresa Wood is Sr. Vice President of Information Systems for Alliance Benefit Group of Illinois. She leads the teams that provide network administration, website maintenance, call center, global communications, and social media assistance to our associates and clients. Teresa is a Qualified 401(k) Administrator (QKA) and an Accredited Retirement Plan Specialist (ARPS).

Teresa has over 20 years of experience in pension administration having started her career with the firm in 1988. Her past experience has ranged from Daily Plan Services and Operations and she is now in charge of strategic planning for the firm. In this role, she is key to the firm staying in line with industry trends and developing the processes needed to implement and achieve the desired outcomes.

Teresa oversees the firm's call center and website teams as they assist our clients and our clients' Plan Participants prepare for their retirement. The expertise in our call center helps Participants navigate the participant website and Voice Response Unit. The top notch web design team allows us to customize our Participant, Plan Sponsor and Financial Advisor web sites as needed; as well as orchestrate our many web resources available to Participants and Plan Sponsors.

teresa.wood@abgemail.com

Beverly D. Alleman, PPC™, ARPS, ARPC - Vice President of Marketing Services

Ms. Alleman is Vice President of Sales and Marketing Services. In this role, Bev manages a team of consultants and sales people in all aspects of retirement plan design and sales. The Sales Consultant Team is responsible for developing and supporting intermediary relationships with RIA's, Financial Advisors, CPA's, Attorney's and Bank Trust Departments to assist in delivering retirement plan, daily valued recordkeeping and third party plan administration services.

Bev is no stranger to the retirement plan industry having spent 25 plus years as a plan administrator, plan inplementation and conversion manager and a sales consultant which taught her the importance of delivery of service expectations. She enjoys coaching advisors and sales associates on the services to be delivered to Plan Sponsors and the importance of setting the service expectation standard. Bev has found that by managing the expectations you reap happy, long standing clients.

Bev is a qualified Pension Plan Consultant (PPC™), an Accredited Retirement Plan Specialist (ARPS) and an Accredited Retirement Plan Consultant (ARPC). She has servied her local community as a past officer of the Heart of Illinois Employee Benefits Forum and is now a founding member of a national organization, Women in Pensions.

beverly.alleman@abgemail.com

Anita J. Megyesi - Vice President of Daily Operations

Ms. Megyesi is an Accredited Retirement Plan Specialist (ARPS). She has over 20 years of accounting experience in varied commercial environments. She has been with Alliance Benefit Group of Illinois for over 10 years. She manages and supports our operations team who perform the daily tasks of investing, balancing and reconciling for over 400 401(k) Retirement plans. She reviews procedures for continued enhancements while creating and maintaining a cohesive environment with other internal departments. She coordinates the annual SAS70 audit.

anita.megyesi@abgemail.com

Erin D. Patton, CPC, QPA, QKA - Vice President of Plan Services

Ms. Patton has nearly 15 years of experience in the employee benefits industry. As Vice President of Plan Services, she oversees Client Services, Compliance and Research Services and Plan Document Services for Daily-valued plans. She is the firm's senior technical advisor for plan design on Defined Contribution plans and specializes in advanced compliance issues. She is an active member of ASPPA, served on The ASPPA Journal committee for several years. She is also active in providing in-house training through courses designed by ASPPA and self-designed coursework.

erin.patton@abgemail.com

Michele L. Mooney, CPP - Director of Payroll Services

Ms. Mooney has over 15 years of payroll industry experience and was awarded the Certified Payroll Professional designation in 2009. Areas of experience include payroll management and administration, payroll tax administration, and payroll software training. She is responsible for developing and monitoring all tasks necessary to complete the payroll and tax processing objectives, including relationships with state and federal tax agencies. Ms. Mooney is a member of the American Payroll Association.

michele.mooney@abgemail.com

Paul R. Oakford - Director of HSA Services

Mr. Oakford has over 8 years experience in the employee benefits industry. He has worked with employers to evaluate their Health and Welfare plan goals and to provide the solutions needed to help them reach those goals. Specializing in Consumer Directed Health Plan strategies, he works with employers to show them how they and their employees can maximize their tax savings by incorporating programs like Health Savings Accounts, Cafeteria Plans and Health Reimbursement Arrangements into their benefits strategies. He works with Distribution partners all over the country to help them grow their business as they provide ABG solutions to their clients.

paul.oakford@abgemail.com