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Whiting Door & Lawley Retirement Advisors
Dear Craig,
Thank you for the opportunity to provide a summary of our Retirement Plan Advisory Services to Whiting Door Manufacturing Corp.
The information enclosed will provide you with a clear understanding of our role and services offered as a fiduciary advisor.
We hope that after the Retirement Plan Committee reviews this summary, you will see our firm’s:
- Passion – Lawley Retirement Advisors is passionate about retirement. Our firm’s singular focus and commitment is to provide fiduciary advisory services to retirement plan sponsors and participants.
- Vision – Given the changing landscape as well as increased scrutiny by regulators and the media, it is vital to work with a firm that understands the history and future of this industry.
- Innovation –We are committed to working with plan sponsors to offer effective plan design solutions, educational services, and innovative strategies that will drive retirement readiness of employees and positively impact retirement plan health.
We hope you find that our infrastructure, capabilities, experience, and services are helpful and valuable in your search for the right investment advisor.
If you have any questions, please do not hesitate to contact me. I look forward to hearing from you soon.
Sincerely,
James J. Rehak, Jr., AIF ®, CLU, ChFC, REBC | Partner
Lawley Retirement Advisors| INSURANCE | EMPLOYEE BENEFITS
p 716.849.8219 | f 716.849.8245
jrehak@lawleyretirement.com
361 Delaware Ave, Buffalo, New York 14202
Responses & Exhibits
- Whiting Door Maufacturing Corp. RFP Responses
- Exhibit 1 – LRA ADV 2A
- Exhibit 2 – Investment Policy Statement (IPS)- Sample
- Exhibit 3 – Meeting Agenda- Sample
- Exhibit 4 – Meeting Minutes- Sample
- Exhibit 5 – Principal Executive Summary- Sample
- Exhibit 6 – Principal Fee Summary- Sample
- Exhibit 7 – LRA 408(b)(2) Notice 2021- Sample
- Exhibit 8 – Fiduciary Investment Review- Sample
- Exhibit 9 – Target Date Fund Analyzer- Sample
- Exhibit 10 – Fiduciary Benchmark Report- Sample
- Exhibit 11 – Fiduciary Briefcase Overview
- Exhibit 12 – Retirement Times and Fiduciary Hot Topics Newsletters
- Exhibit 13 – RPAG Fiduciary Fitness Overview
- Exhibit 14 – Compliance Checklist- Sample
- Exhibit 15 – Whiting Door Manufacturing Corp.- Statement of Services
- Exhibit 16 – Whiting Door Manufacturing Corp. – LRA Agreement- Sample
- Team Bios
