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Lincoln Retirement Services Company, LLC <br />is herein referred to as "Lincoln." <br />April 27th, 2022 <br />Dear Indian River County, <br />We're excited that you've selected the Lincoln Alliance® program for your 457(b) <br />Deferred Compensation Plan. We look forward to serving you and your employees. <br />Please send the documents listed below electronically by May 10th so we may initiate <br />the August 15, 2022, transition. Please note, if the requested documents are received <br />after this date, it may delay the implementation effective date. Once received, we'll set <br />up a transition kick-off call with you and AndCo Consulting. During that call, we'll <br />introduce you to your dedicated impleme:,itation partner, Tisha Howell. <br />Required Documents: <br />• Fully executed Plan Document with: <br />- Adoption Agreement <br />- Regulatory Amendments <br />- Executed Loan Policy <br />Current Valuation Statement with current lineup/sources (tickers included) <br />Current Stable Value Contract <br />The Sales Confirmation, which is a summary of the plan funds, proposal -features, and <br />fees is below. The Sales Confirmation, along with the documents listed in this letter, will <br />be sent to our internal partners to kick-off the plan conversion. <br />Thank you for selecting the Lincoln Alliance® program and for choosing Lincoln as a <br />provider for your recordkeeping services. We look forward to a successful <br />implementation and to establishing a retirement program that will meet the needs of <br />your employees and help you achieve your retirement plan goals. <br />Sincerely, <br />Josh Green <br />VP, Institutional Retirement Solutions <br />(904) 238-216 <br />171 <br />