Secure anytime, anywhere access to key account information provides added flexibility
in planning for life after work.

Ithaca, NY September 25, 2014 – Envisage Information Systems today announced the launch of Enveritus
Mobile, a new mobile app that puts access to retirement plan account information right in the palms of the
participants’ hands. The app is available to defined contribution plan participants whose workplace
retirement plan is accessed through Envisage’s Enveritus Financial Access Software Platform.
With the convenience of 24×7 on-the-go access, Enveritus Mobile provides critical account balance, asset
allocation, and contribution information to participants. The mobile app is available for Apple and Android smartphones and will also be available for integration with custom client websites.

Securely connecting participants to their Enveritus workplace retirement website, the first phase of the Enveritus Mobile app gives participants view-only access to their account information, including:

• Balances by investments, asset class, total balance, and total vested balance
• Account summaries
• Loan modeling
• Multi-plan access
• Plan contact information
• Receipt of important, personalized messages about
account events from sponsors, record keepers, and
financial consultants

“Envisage designs secure solutions with the capabilities our clients want today — outcome-focused solutions with the vision to help plan sponsors and their participants succeed in the future,” said Rob Snyder, Vice President of Solution Development for Envisage. “Mobile financial services is a fast-evolving channel and has become a must-have offering for our clients in the retirement investments industry, not only to empower their clients but to remain competitive, add new levels of engagement, and create opportunity for increased sales and revenue.”

As part of its approach to being a customer service-driven company through creation of enthusiastic fans, Envisage will continue to enhance Enveritus Mobile by listening to client feedback to meet changing needs, requirements, and demands. Participants will be able to download the app from the iTunes App Store and
Google Play.

About Envisage Information Systems
Envisage Information Systems, LLC is the largest independent software development company providing
web, common remitter, and workflow solutions for the retirement industry. Since 1995 Envisage has been
exclusively serving mid- to large-scale record keepers and financial companies. Envisage solves complex
problems related to remittance processing, compliance, communication, and calculations in the 401(k),
403(b) and 457 markets. Envisage provides licensed product solutions as well as custom software
development and systems integration expertise. Additional information about Envisage’s products and
services can be found at www.envisagesystems.com. Envisage is a member of the TIAA-CREF group of
companies.

Contact:
Cheri L. Moeder
Corporate Communications Specialist
Envisage Information Systems, LLC
607.275.5710, ext. 185
cheri.moeder@envisagesystems.com