W&R Florida IBC 403(b) Plan

Congratulations!

You have the opportunity to continue planning for your financial future today as your school district has approved the Waddell & Reed 403(b) Plan. Waddell & Reed was selected by your school district to provide investment products and servicing for your 403(b) plan.

Please feel free to contact the Waddell & Reed financial advisor assigned to your School District. (You may find this information by clicking on the "Need an Advisor" tab above.) Together you can discuss a retirement investment strategy based on your risk tolerance, investment time frame and financial priorities, establish your new account in the Waddell & Reed 403(b) Plan, and continue your pursuit of financial independence.

Enrolling by mail

Establishing your new 403(b) account on our strategic partner platform at Nationwide is accomplished in three easy steps:

Complete the Enrollment, Beneficiary Designation, and Product Disclosure Forms:

Waddell & Reed Enrollment Form and Beneficiary Designation

To obtain your county specific Product Disclosure Forms, please visit:

www.tsacg.com

Select "District/College Plans", then select "Florida", then select your county.

You will then select "List of Forms".
Keep a copy of all forms in your personal file

Mail the forms to your Waddell & Reed Advisor. If you do not have a Waddell & Reed Financial Advisor, please refer to the "Need an Advisor" tab above.

Enrolling online

Or, if you are a "do it yourself" person and have access to a computer, you can complete Steps 1 and 3 by enrolling online.

Transferring from another vendor to the Waddell & Reed Advisors Retirement Plan

You also have the opportunity to transfer existing assets from any 403(b) account(s) you so desire, to your new Waddell & Reed 403(b) account on the Nationwide platform. Your Waddell & Reed financial advisor can assist you with this process.

Waddell & Reed Exchange/Transfer Form

We thank you for being our client!

The Waddell & Reed Advisors Retirement Plan is sponsored by Nationwide Trust Company, FSB-Columbus, Ohio. Nationwide Trust Company, FSB is a subsidiary of Nationwide Financial Services, Inc. Waddell & Reed is not related or affiliated with Nationwide Trust Company, FSB or any of its affiliates.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus, or if available, a summary prospectus, containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or visit us online at www.waddell.com. Please read the prospectus or summary prospectus carefully before investing.

Please remember that investing in a qualified retirement plan involves market risk, including the possible loss of principle. Withdrawals prior to age 59 ½ may be subject to a 10% penalty, and will involve the payment of federal or state taxes.

Past performance is not a guarantee of future results. The Waddell & Reed Advisors Funds and Ivy Funds are distributed by Waddell & Reed, Inc., and Ivy Funds Distributor, Inc., respectively. Barron’s rankings are based on asset-weighted returns in five categories: domestic equity, world equity (including international and global portfolios), mixed equity (stocks and bonds), taxable bonds and tax exempt funds. Rankings also take into account an individual fund’s performance within its Lipper peer group. Sales charges are not included in the calculation of returns, and the ranking period included time periods during which some funds’ returns were affected by expense reduction arrangements. Over the most recent one-year period, Ivy Funds ranked ninth and Waddell & Reed Advisors Funds ranked fifth, out of 57 firms. Over the most recent 10 years, Ivy Funds ranked fifth and Waddell & Reed Advisors ranked 28th, out of 46 firms, according to Barron’s. In last year’s Barron’s rankings, Waddell & Reed Advisors Funds ranked first and Ivy Funds ranked second out of 54 fund families over the five-year period. In the rankings published in 2009, Waddell & Reed Advisors Funds ranked first and Ivy Funds ranked third over the five-year period ended Dec. 31, 2008, out of 53 fund families.

For additional information visit www.waddell.com