AssetMark Financial Holdings Inc
AssetMark Financial — EA Webinar (April 2026)
15 slides from AssetMark Financial's conference presentation, April 2026
Slide 1: EA Advisors: AMRS Overview
EA Advisors: AMRS Overview Chad Azara Vice President, Head of Retirement Sales and Strategy April 2026 For financial advisor use only. 1
Slide 2: Agenda
Agenda • AMRS Overview • Our Value Proposition • Case Studies • EA Conversion • Next Steps For financial advisor use only. 2
Slide 3: AMRS Overview, Value Prop & Case Study
AMRS Overview, Value Prop & Case Study For financial advisor use only. 3
Slide 4: AMRS is a 3(38) investment fiduciary designed for advisors
AMRS is a 3(38) investment fiduciary designed for advisors About us: Our advantage: • 880 Advisors • Customized 3(38) investment lineups supported by AssetMark’s award winning due diligence team • 2,171 Plans • Recordkeeper choice to support your client’s unique needs • $2.5B AUM • Value added resou
Slide 5: Professionally managed strategies to meet a variety of unique needs
Professionally managed strategies to meet a variety of unique needs Model portfolios Stand-alone Investments • Target date portfolios • Large cap • Risk based models • Small cap • Socially responsible and faith-based portfolios • International • Bonds • Alternative investments For financial advisor
Slide 6: Access to advanced wealth strategies for high-net-worth employees
Access to advanced wealth strategies for high-net-worth employees Plan Participants For high-earning employees: • Access to institutional-quality investments and custom portfolios • Strategies designed for more complex financial goals Wealth Clients For your practice: • Deepen relationships with key
Slide 7: Access to recordkeepers and plan types for every client need
Access to recordkeepers and plan types for every client need Range of plan types… … through a growing list of recordkeepers ✓ 401(k) / Profit Sharing ✓ 401(a) EPIC ✓ PEP ✓ Defined Benefit PCS ✓ 457 ✓ Cash Balance JULY ✓ 403(b) ✓ Solo(k) Ascensus We are expanding recordkeeper access to offer more cho
Slide 8: Access to value added resources to grow your practice
Access to value added resources to grow your practice Select resources BIDMONI Judy Diamond The AdvisorLab Plan Tools Fi360 For financial advisor use only. 8
Slide 9: Support and guidance from retirement experts
Support and guidance from retirement experts Chad Azara AIF, MBA Vice President, Head of Retirement Sales & Strategy [email protected] 803-659-0281 Elizabeth Buckly, CRPS® Regional Retirement Consultant – West [email protected] 818-321-9185 Eric Hoelter, CRPS® Regional Retirement
Slide 10: Case Study: Carthage Hospital
Case Study: Carthage Hospital • Advisor’s first plan • Plan size: $150m • Plan participants: ~1,500 Created a holistic, repeatable process that included: • Engagement, • Comparison, • Proposal, • Conversion • Enrollment and • Servicing Support For financial advisor use only. 10
Slide 11: EA Transition & Next Steps
EA Transition & Next Steps For financial advisor use only. 11
Slide 12: Integration overview – more options at same price
Integration overview – more options at same price • We’ll continue to support all existing plans with no changes • You’ll gain access to AssetMark investments, resources & support with no change in pricing • We are working on a few areas: • Market values in AssetMark platform are monthly – planning
Slide 13: After transition you'll have more resources
After transition you’ll have more resources Category Current State Future State • 2 EA model lineups + 8 AssetMark model lineups • 2 EA model lineups Investment Options • Standalone Funds • Standalone Funds • Target Date Funds Recordkeepers • PCS • PCS + EPIC + JULY + Ascensus (more to come) Value A
Slide 14: Next steps: Schedule a meeting with your RRC
Next steps Schedule a meeting with your RRC! For financial advisor use only. 14
Slide 15: Important Information
Important Information ELIGIBILITY REQUIREMENTS: Self-Directed Brokerage Account (SDBA) services are available only for participants in eligible retirement plans. SDBAs may be s ubject to plan level and investment restrictions. Brokerage services are provided by Schwab Personal Choice Retirement Acco
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