Sonic Corporation Retirement Plan Solutions

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Sonic CorporationRetirement Plan Solutions
Presented by UMB Bank, n.a. August 16, 2001
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UMB Banks Comprehensive Retirement Plans

• UMB Bank
• Customer Relations
• Plan Services
• Education
• Daily Processing
• Investments
• Conversion
• Fees

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Locations
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Customer Relations

• Team Approach
• Two points of contact
• Personal Attention
• Periodic on-site visits
• Accessible
• Client Support

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Education

• On-site enrollment meetings
• Custom designed
• Explain plan features
• How to Achieve your Retirement Dreams
• Basics of Planning and Investing
• Changes to your Plan
• Online Retirement Planning

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Investments
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Risk Chart - Sonic Corp.
Sonic
Corporation Stock UMB Scout WorldWide
Fund Managers Special Equity
Fund MFS Mid-Cap Growth A
Federated Mid-Cap Fidelity
Advisor Equity Growth T
Federated Stock Trust
Federated Max-Cap
Instl Svc MFS Total
Return Fund A Federated Intermediate
Income Instl Svc. American Century GNMA
Adv. UMB Scout Money Market - Prime
Higher Potential for Reward
Higher Risk
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Proposed Fund Menu
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Proposed Fund Menu
Category
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Proposed Fund Menu
Category
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Proposed Fund Menu
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Investment Consulting Group

• Choice
• Multiple fund families
• Quality
• Best of breed
• Service
• Ongoing evaluation and monitoring

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Why UMB Bank?

• Commitment to employee benefits
• Investment consulting
• Comprehensive service-based program

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Legacy of Creating Solutions

• First organization to offer Individually Directed
  Accounts
• First bank to establish a family of no-load
  managed mutual funds
• First bank to successfully conduct a test of Y2k
  ready deposit transaction system
• eScout - business to business Internet solutions
  for small companies

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UMB Bank and Sonic Corp. We can help you grow
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Questions??