Strictly private & confidential

DESIGNING,

BUILDING AND

SUPPORTING

YOUR

RETIREMENT

PROGRAM

Respectfully Submitted by LWBJ Financial & LWBJ Global ConsultingStrictly Private and Confidential

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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?