1 / 6

DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM

DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM. Respectfully Submitted by LWBJ Financial & LWBJ Global Consulting Strictly Private and Confidential. Designing, Building and Supporting Your Retirement Program. The right retirement plan isn’t something you buy off the shelf.

Samuel
Télécharger la présentation

DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM Respectfully Submitted by LWBJ Financial & LWBJ Global Consulting Strictly 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 Architectwill change the way you look at your retirement plan forever. It’s the Architect.

  3. 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

  4. Architect Plan Features 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

  5. Architect Plan Features 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

  6. Why should you choose the Architect? 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

More Related