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515 Marin Street Suite 418 Thousand Oaks, CA 91360

(805) 917-6771
info@longevitycapitalmgmt.com
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Fiduciary Support

When you decide to offer a 401(k) plan, you’re offering a great benefit but you’re also taking control of some of your employees’ investments. That’s why a duty arises to make sure your company’s plan ultimately ends up benefiting those employees.

Our Co-Fiduciary Services

Our Co-Fiduciary Services

We help plan sponsors and committees:

  • Manage their plan with the interest of participants and their beneficiaries in mind.
  • Keep plan expenses fair and reasonable.
  • Follow the terms of the plan's governing documents.
  • Ensure the plan's investments are monitored and diversified.
  • Review, update and follow your investment Policy Statement.
  • Document all committee meetings and decisions.
  • Act with "care, skill, prudence and diligence."

But our services don't stop there. We believe compliance requirements are the beginning steps, but it takes much more to drive plan success.

We aim to help save you time, money and work by providing thought leadership, access to fiduciary specialists and collaboration with your current provider and plan administrator to help your employees build retirement readiness.

3(21) Fiduciary

3(21) Fiduciary

As a section 3(21) Investment advisor, our  main role is to serve as a subject matter expert. We provide investment advice to help plan sponsors make better decisions. If you like to make decisions on your plan, our 3(21) fiduciary services will help you ensure you are adhering to prudent investment standards. We will also offer guidance, recommendations and advice to help you make sound investment decisions, as well as monitor, benchmark and manage your investment menu for optimal performance opportunities.

3(38) Fiduciary

3(38) Fiduciary

If you do not want to spend the time managing and overseeing your investment menu, our section 3(38) Investment management services will allow you to focus on running your business, while we assume full responsibility over the 401(k) investment choices in your plan. We can also create and manage custom investment models from your menu to help your employees make it easier to build their retirement readiness.

How can we help you?

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