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Strictly private & confidential
DESIGNING,
BUILDING AND
SUPPORTING
YOUR
RETIREMENT
PROGRAM
Respectfully Submitted by LWBJ Financial & LWBJ Global ConsultingStrictly Private and Confidential
2
Designing, Building and Supporting Your Retirement Program
The right retirement plan isn’t something you buy off the shelf.
It should be designed and built from the ground up. It’s created
in concert with recognized experts in the retirement industry
and tailored to fit your needs.
It’s powerful, meaningful and can give your company a competitive
edge. In short, it’s the blueprint for your business success.
The blueprint for your competitive edge.Your business is successful because of your knowledge and focus.
It’s the same reason that we are successful. As experts at what we do,
we commit to helping your company provide unmatched retirement
plan packages and service.
We invite you to experience this one-of-a-kind benefit plan and
understand how it will impact your business and employees. The
Architect will change the way you look at your retirement plan forever.
It’s the Architect.
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Architect Plan Features
Participants Can Choose From Two Investment Strategies:
Core Funds or Professional Money Management
Core Funds: Virtually unlimited funds available Full fee disclosure Customized platform
Professional Money Management: Participants choose to have a money manager oversee their account Daily managed accounts Excellent performance history Unbiased investment education and advise Hiring an RIA helps reduce fiduciary risk
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Optional Co-Fiduciary Service: Assistance in selecting and monitoring funds for the plan sponsor
Preparing the plan’s Investment Policy Statement
Monitor fiduciary compliance with ERISA 404(c)
Significantly reduces plan sponsor’s fiduciary liability
Runs the semi-annual investment committee meeting then documents
Provides corporate resolution required by the Department of Labor
Professional Broker/Advisor: Extensive personal education and consulting for plan sponsors and participants Commitment to plan asset growth, comprehensive plan design, and competitive company benefit
package Assist in training internal staff Prudent portfolio management Assisting in retirement consulting for participants Micro managing all the moving part of your retirement plan
Architect Plan Features
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National Enrollment Services: On-site enrollment available for every plan
Fund options and managed accounts clearly explained to all participants
Helps increase participation
National enrollments services available upon request
State-of-the-Art RecordKeeper: Customized reporting options
Comprehensive plan sponsor reports
E-statements and statements-on-demand
Optional on-line enrollment
Distributions and loans processed on-line
National Third Party Administrator: Plan design and consulting
Plan document administration
Annual compliance consulting
Signature ready 5500
Architect Plan Features
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You have spent a tremendous amount of time designing and building your company so it can be
successful. The same amount of attention and foresight was put into the development and design
of the Architect 401(k) plan.
You can be assured the Architect will meet your needs and give you complete control over every
aspect of your retirement plan clients.
Virtually unlimited fund availability
Co-fiduciary services
Complete fee disclosure
Experienced retirement industry specialist
Participant education
Access to professional money managers
Credit of all 12b-1 and Sub-TA fees collected
The Architect will change the way
you look at your retirement plan forever! Exclusively offered by: The Finway Group, for more details please contact 866-515-0974 Ext.102 or contact us at www.TheArchitect401k.com
Why should you choose the Architect?