Smarter 401(k) Plans for Stronger Businesses
Attract Talent • Reduce Risk • Boost Productivity
Your 401(k) plan should do more than check the compliance box. At Longevity Wealth Strategies, we design and manage retirement plans that protect your business, engage your employees, and help you stay confident as a fiduciary.
Get My Free Plan Health Check →
Why It Matters
Employees who feel financially secure are:
Less stressed
More productive
More loyal
A well-designed 401(k) is one of the most powerful tools for retention, recruitment, and long-term business success.
Poor plan design, on the other hand, means higher costs, lower participation, and greater fiduciary risk.
How We Help
We focus on four key goals for every plan we manage:
Satisfy Fiduciary Responsibilities
Stay compliant, audit-ready, and confident.Improve Outcomes
Boost participation and employee retirement readiness.Maximize Plan Value
Align design, features, and providers with your company’s goals.Benchmark Fees
Ensure your plan remains competitive and transparent.
Free 401(k) Plan Health Check
We’ll review seven key areas to see how your plan measures up:
Fees & Expenses
Investment Lineup
Fiduciary Compliance
Employee Engagement
Plan Design
Service Providers
Governance & Oversight
Schedule My Strategy Session →
Why Work With Us?
Hands-on fiduciary guidance
Smart plan design & provider selection
Ongoing investment oversight
Employee education that actually engages
We help you anticipate challenges, reduce risk, and make your 401(k) a true asset to your business.
Make Your 401(k) Work Harder for You
Your retirement plan should support your employees and your bottom line. Let’s find out if yours is delivering.