Plan Sponsor Through our affiliation with Qualified Plan Advisors (QPA) our Cincinnati Team is providing Plan Sponsors the following services and resources:Full disclosure of all feesAcknowledging fiduciary status in writing as applicableUtilizing "open architecture" platforms and avoiding proprietary fund biasProviding face-to-face participant educationProviding professionally managed accounts within your plan Participant Services QPA approaches participant education with a face-to-face, "boots-on-the-ground" mentality. We find that participants gain a greater appreciation for their employers sponsorship of a plan, become more engaged in the savings process, and participate at higher rates when the plan sponsor provides education from professional investment advisors. QPA helps to accomplish those results through our comprehensive participant services, such as:Re-enrollmentRisk Tolerance QuestionnaireGroup and on-on-one meetingsEmployee Gap AnalysisEmployer Gap AnalysisThese services are important, but even more important is our commitment to providing them in person. Rather than send participants to a website for all of their education, we bring the education to your participants. Consulting Services QPA Provides a large selection of consulting services including:ERISA 3 (21) co-fiduciary servicesPlan design review and maintenanceRFP Management and vendor searchesPlan Sponsor Fiduciary training modulesNon-Qualified Deferred Compensation Program design and investment management Fiduciary Services "Fiduciary Complete" has been built as one of the most comprehensive Fiduciary packages in the financial services industry.Our in-house expertise has partnered with some of the industry's leading experts to develop the following list of services:ERISA 3(38) Investment ManagerA Fiduciary Services Agreement, disclosing all fees and service commitments in writingInvestment Policy Statement, with specific selection criteriaFace-to-face quarterly or semi-annual Fiduciary review with committee or trusteesQuarterly funds analysisA dedicated service team, with, at a minimum, an ERISA attorney, Plan Design Specialist, Investment Advisory Committee Member, Participant Services coordinator and a dedicated service team member."First-Party" affirmative ERISA coverage (i.e. Fiduciary Insurance) Managed Account Services* QPA also serves as a fiduciary investment manager under ERISA 3(38) with respect to participant accounts invested in one of five distinct actively managed account strategies by our Investment Advisory Committee. These managed account services offer actively managed, risk based portfolios (Aggressive Growth, Growth, Conservative Growth, Income, Conservative Income) for participants seeking professional assistance. These services offer specific benefits, such as:Required risk assessmentProfessional, active managementAuto-pilot (Rebalancing)FlexibilityComfort in professional managementEconomies of scale* Please consult our Managed Account Services brochure for additional information. Securities Offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC. Investment Advisor Representative, Lawing Financial, Inc., a Registered Investment Advisor. Lawing Financial, doing business as Qualified Plan Advisors (QPA) 6201 College Blvd. - 7th Floor Overland Park, KS 66211 913-491-6226 Toll Free: 855-401-5378 Fax: 913-491-3214 www.lawing financial.com Cambridge and Lawing Financial Inc are not affiliated.