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MASTERPLAN 101 - Lesson 2 is HERE

Business Continuity Disclosure

Hefren-Tillotson has implemented a Business Continuity Plan to restore normal business activities as soon as possible after an unexpected event. The following is a summary of this plan.

The Hefren-Tillotson Business Continuity Plan takes into account that future business disruptions may vary in scope, such as disruptions that affect only a portion of our business, disruptions that affect several of our branches, or disruptions that affect our company as a whole. We are also aware that business disruptions which originate outside our company may affect vendors who provide critical services to our firm, may affect our geographic region, or may affect the region where our clearing firm is located, thereby limiting our ability to execute market transactions.

Regardless of the severity or the origination of the business disruption, we have implemented plans to continue mission-critical business operations throughout an unexpected event, except for uncontrollable regional events such as a widespread electrical outage or the destruction of our clearing firm.

Mission critical business operations include the prompt and accurate processing of securities transactions including order taking, order entry, execution, comparison, allocation, clearance and settlement of securities transactions, the maintenance of customer accounts, access to customer accounts, and the delivery of funds and securities.

Our Business Continuity Plan assumes that our company will have a minimum amount of personnel with which to operate, that at least one of our offices will be functional, and that both our critical business vendors (or an equivalent replacement) and our clearing firm will be available and functioning. Our plan also discloses our backup facilities and arrangements, especially our ability to recover and/or replicate the internal computer data that are necessary in helping us return to normal business operations.

Future updates will be available on our website. Alternatively, clients may obtain updated summaries by requesting a written copy by mail. Please forward your written request to:

Compliance Department, Hefren-Tillotson, 308 Seventh Avenue, Pittsburgh, PA 15222.

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.