Retirement Plan Advisory
Why Retirement Plans Matter
The right retirement plan can attract and retain talent, improve financial wellness, and strengthen your business without adding complexity or cost.
Benefits for your business:
Higher employee engagement & morale
Stronger retention & recruitment
Increased productivity and satisfaction
Reduced fiduciary and audit risk
Common challenges for businesses:
Choosing the right plan design & features
Managing plan administration
Staying compliant with fiduciary responsibilities
Ensuring employees use the benefit
The solution: Partner with Longevity Wealth Strategies. We simplify complexity and help your plan deliver lasting value.
Our Approach: Four Core Goals
Satisfy Fiduciary Responsibilities
Stay ahead of ERISA, IRS, and DOL regulations with proactive compliance support. Simplified governance = audit-ready confidence.Improve Outcomes
Drive stronger participation, smarter investing, and greater financial wellness. Better retirement readiness = happier, more productive employees.Maximize Plan Value
Align every element, plan design, provider selection, and features with your business goals, values, and culture.Benchmark Fees
Transparent, data-driven benchmarking ensures your plan’s fees and services stay competitive.
What We Deliver
Plan Design that Works: Tailored contributions, investments, and features
Regulatory & Fiduciary Support: Simplified compliance & governance
Provider Benchmarking & Selection: Recordkeepers, TPAs, and custodians
Investment Oversight & Monitoring: Data-driven guidance for a strong lineup
Employee Education that Engages: Group sessions, digital tools, and personalized support
Retirement Plan Health Check (Complimentary)
Is your 401(k) plan doing enough? Our Plan Health Check reviews:
Fees & Expenses
Investment Lineup
Fiduciary Compliance
Employee Engagement
Plan Design
Service Providers
Governance & Oversight