WHY PARTNER WITH
We can serve as an ERISA
3(21) co-fiduciary or an ERISA 3(38) fiduciary where we can act as a
discretionary investment manager shifting
fiduciary obligations on plan
investments from you, the Plan fiduciaries.
We have built our service model around our commitment
to being your comprehensive
Fiduciary Partner. We believe in face-to-face
contact and can provide ongoing participant education through our on-site
Do it For Me Strategy
For those that want a “do-it-for-me” strategy, we have
Risk-Based Managed Accounts
available, eliminating the stress from
participants having to make a selection.
Are your employees on track to reach their retirement goals? We offer face-to-face
delivery of individualized reports for participants to show them how much they
need to be saving to reach their goals.
Registered Representative, Securities offered through
Research, Inc., a Broker/Dealer, Member
Citizens Bank & Trust,
Cambridge and Lawing Financial, Inc are not
affiliated. Investments are not
FDIC insured, are not bank products and
may lose value.
Investment Advisory Services offered through Lawing
A Registered Investment Advisor. Lawing Financial doing
Qualified Plan Advisors (QPA)
QPA Corporate Headquarters:
6201 College Blvd | 7th Floor Overland Park KS 66211
This communication is strictly
intended for individuals residing in the states of Arizona,
California, Florida, Illinois, Iowa, Kansas and Missouri. No offers may be made or accepted from any
resident outside these states.