401K
Plans:
Longview Wealth Management helps business owners build, improve,
and manage their 401k retirement plans. Our 401k plans are easy for the business owner to administer, safe from a fiduciary
liability point of view, competitive, and successful at helping employees reach retirement. We help our business owner clients
maximize their tax savings and deferral opportunities with their retirement plans. All our plans are "open architecture"
and offer many of the best funds from a large number of the best companies.
To see our
report "How to build a near bullet-proof 401k plan from a fiduciary liability point of view" please call us or click
on the bulletproof link at the bottom of this page.
We have
a very strong and experienced team in the 401k business. One of our strategic partner in this business is TSC, Inc. based
in Edina which is among the largest independent retirement plan administration firms in the upper midwest. They are experienced
experts at retirement plan design, testing, and compliance with all regulatory issues and IRS rules. To visit the TSC, Inc.
website please click HERE.
We partner with the biggest and best record-keeping
companies in the country that operate 401k plans for small and mid-sized businesses.
What can
our 401K plans offer than many other plans do not?
1. Better fiduciary
liability protection. A fiduciary liability "guarantee".
2. TSC Inc's "401K
Healthcheck" with statistically rates the "success" of your overall plan on helping participants reach retirement goals including
individual statistics and handouts for each employee on their progress.
3. Increased
deferral rates and tax savings for the owner(s) based on customized plan design.
4.
Better service, education, advice for your employees. 5-Star Investment Advisor.
5.
Open architecture. A robust fund lineup from a wide variety of the best fund firms.
6.
Qualified Default Investment (QDI) options which make investing simple for participants and offer reduced fiduciary exposure
for the business owners if used properly.
We would be happy to give you a
free review of your company's existing 401k plan to see if it is competitive, compliant, maximizing your tax benefits,
and safe from a fidiciary liability point of view.
Call Keith today at (952) 906-1289 or email keith@longviewwealth.com to set up a free initial meeting to
discuss your retirement plan.
