Longview Wealth Management, LLC 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.
We partner with the biggest and best record-keeping companies in the country that operate 401k
plans for small and mid-sized businesses.
our 401K plans offer than many other plans do not?
1. Better fiduciary liability protection.
Increased deferral rates and tax savings for the owner(s) based on customized plan design.
3. Better service, education, advice for your employees. 5-Star Investment Advisor.
4. Open architecture. A robust fund lineup from a wide variety
of the best fund firms.
5. Qualified Default Investment
(QDI) options which make investing simple for participants and offer reduced fiduciary exposure for the business owners if
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.
attached note below called "Is your 401K Plan Competitive?" for a discussion on the current
trends in the 401K business.
Keith today at 952 465-1785 or email firstname.lastname@example.org to set up a free initial meeting to discuss your retirement plan.
Wealth Management, LLC is a registered investment adviser in the states of Minnesota and Washington. The advisor may
not transact business in states where it is not appropriately registered. The rendering of personalized investment advice
for compensation will not be made without registration or exemption.