Retirement Plan Services

Strategic Guidance for Business Owners and Plan Sponsors

At Longevity Wealth Strategies, we help business leaders build and manage 401(k) plans that do more than meet compliance—they empower employees and strengthen your business. Whether you act as a 3(21) or 3(38) fiduciary, we provide hands-on support, smart plan design, and ongoing guidance to keep your 401(k) plan compliant, competitive, and aligned with your long-term goals.

Why It Matters

Your 401(k) plan is a vital tool for attracting and retaining talent, boosting employee financial wellness, and supporting business success. Poor plan design increases fiduciary risk, raises costs, lowers participation, and harms morale. Strategic oversight ensures your plan delivers real value while safeguarding your business from regulatory and audit risks.

What We Deliver

1. Plan Design that Works
   We collaborate to create a plan that fits your business goals and rewards your team—covering contributions, investment options, and plan features that reflect your company’s values.

2. Regulatory & Fiduciary Support
   We simplify ERISA, IRS, and DOL compliance, helping you manage fiduciary duties, govern your plan, and stay audit-ready.

3. Provider Benchmarking & Selection
   We evaluate and help you choose TPAs, recordkeepers, and custodians that provide transparent, responsive service aligned with your goals.

4. Investment Oversight & Monitoring
   We offer objective, data-driven guidance—from drafting investment policies to monitoring fund performance—to keep your lineup strong and aligned with participant needs.

5. Employee Education that Works
   Through group sessions, personalized support, and digital tools, we aim to boost participation and help employees make smarter retirement decisions.

401(k) Plan Health Check: Is Your Plan Performing?

Your retirement plan reflects your culture. Is it doing enough?

Our free Plan Health Check reviews seven key areas:

• Fees & Expenses

• Investment Lineup

• Fiduciary Compliance

• Employee Engagement

• Plan Design

• Service Providers: Ensuring value and support

Ready for a Plan Checkup?

Make sure your 401(k) plan works as hard as you do. Schedule your complimentary Health Check today to address reducing risk, potentially improving outcomes, and supporting your employees’ financial futures.