Financial Wellness, financial planning. about us

401k Advisory: Employer Support

Building Retirement Readiness Together

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Retirement Readiness

We create strategies that are tailored to driving results.

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Fiduciary Support

Years of experience have prepared us to guide you as a plan fiduciary.

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Thought Leadership

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Cost Efficiency

We can help you manage your 401(k) plan more effectively without wasting time, money or resources.

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Retire Ready

A Plan Sponsor's Guide to Financial Wellness

If you find being a steward of your 401k challenging, and you want to build a valuable benefit to help you attract and retain talent, we can help you build a retire ready workforce. Retire ready is written to serve as a guide for employers who care about their employee welfare.

Are your employees asking questions about your 401(k) that you can't answer?
Have you found your CPA audits to be tedious and problematic?
Are you confused about the required participant disclosures?
Is filing the 5500 form a headache?
Are you frustrated with poor service?
Are your plan fees too high?
Is your investment performance lacking?
Do you have discrimination testing challenges?
Do you want more of your employees on track for retirement readiness?

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Client Centered

At Longevity Capital Management, LLC, we can help by providing full service plan sponsor support. We help you focus on your business while we focus on your plan. Our service model is one-of-a-kind.

Full-Service Solutions

Our priority is helping you take care of your employees and run the best plan possible. We will help plan sponsors compare plan fees and negotiate pricing, design a dynamic investment menu and provide plan management support. We serve as co-fiduciaries and aim to help you manage your liability. And we provide full employee support to help build retirement readiness.

Review and Update your Plan

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Fee and Investing Monitoring

Retirement Plan Success

Are your employees tracking for retirement? Are you fulfilling your fiduciary duties? Plan management can be complicated and time-consuming. Learn how we can help you save money, save time and do it right.

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