Retirement Plan Advisory

Retirement Plan Services for Business Owners & Plan Sponsors

The right retirement plan can attract and retain talent, improve employee financial wellness, and strengthen your business—without adding complexity or unnecessary costs

Why Retirement Plans Matter

Helping employees save adequately for retirement isn’t just about their future—it strengthens your business today. Employees who feel financially secure are less stressed, more focused, and more productive. Companies that support retirement planning and financial wellness often see:

  • Higher engagement and morale

  • Stronger retention and recruitment

  • Improved productivity and satisfaction

  • Reduced fiduciary and audit risk

Yet many organizations struggle with:

  • Choosing the right plan design and features to meet business goals

  • Managing the administration of retirement plans

  • Staying compliant with evolving fiduciary responsibilities

  • Ensuring employees actually take advantage of the benefit provided

That’s where the right partner makes all the difference. At Longevity Wealth Strategies, we anticipate challenges, simplify complexity, and help your plan deliver lasting value for your business and your employees.

Our Approach: Four Core Goals

Satisfy Fiduciary Responsibilities

Stay ahead of changing ERISA, IRS, and DOL regulations with proactive compliance support. We simplify fiduciary governance so you remain confident and audit-ready.

Improve Outcomes

We help drive stronger participation, smarter investing, and greater financial wellness—improving retirement readiness while enhancing employee loyalty and productivity.

Maximize the Value of Your Plan

Your 401(k) should serve both your business and your employees. From plan design to provider selection, we align every element with your company’s goals, values, and culture.

Benchmark Fees

Transparent, data-driven benchmarking ensures your plan’s fees and services remain competitive for plans of your size and industry.

What We Deliver

  • Plan Design that Works: Contributions, investment options, and features tailored to your business goals.

  • Regulatory & Fiduciary Support: Simplifying compliance and governance.

  • Provider Benchmarking & Selection: Choosing recordkeepers, TPAs, and custodians aligned with your needs.

  • Investment Oversight & Monitoring: Data-driven guidance to strengthen your lineup.

  • Employee Education that Engages: Group sessions, personalized support, and digital tools to boost participation.

Retirement Plan Health Check

Is your retirement plan doing enough for your business and employees? Our complimentary Plan Health Check reviews seven key areas:

  • Fees & Expenses

  • Investment Lineup

  • Fiduciary Compliance

  • Employee Engagement

  • Plan Design

  • Service Providers

  • Governance & Oversight

Ready for a Plan Checkup?

Make sure your 401(k) plan works as hard as you do.

Schedule your 401k Review Strategy Session today and discover how to reduce risk, improve outcomes, and empower your employees’ financial future.