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RETIREMENT PLAN STRATEGIES

We believe offering corporate benefits is a way that can greatly impact recruitment and retention of employees. When employees are not financial secure, they are distracted employees and are not focused on the employer’s goals. It is possible to improve a company’s retirement plan and make it possible for their employees to retire sooner, thereby saving the company money in salary, benefits for the older workforce.

  • PROFIT SHARING PLANS
  • 401(K)
  • ESOP
  • NON-QUALIFIED PLANS
  • SAFE HARBOR
  • CASH BALANCE

Retirement Readiness is Our Mission

We can help simplify the complexities of retirement planning. Build a stronger retirement plan and empower your company’s productivity and profitability!



Transforming the 401(k) experience

Build a Stronger Retirement Plan for your Company



ADMINISTRATIVE / VENDOR / SERVICE PROVIDER SUPPORT

  • Plan Assessment
  • Periodic fee benchmarking
  • Review of plan design features
  • Compliance testing review and suggestions

INVESTMENT SUPPORT SERVICES

  • Default Investment Advice
    • Level Four® Advisory Services will assist Client with the selection of one or more qualified default investment alternative(s) (“QDIA”), for participants who are automatically enrolled in the plan or who otherwise fail to make an investment election
  • Investment policy statement preparation
  • Investment due diligence

FIDUCIARY SUPPORT SERVICES

  • 3(38) Investment manager service provider
  • 3(21) Co-fiduciary service provider
    • Level Four® Advisory Services provides plan investment recommendations to plan trustee(s)

PARTICIPANT SERVICES

  • Financial education
  • Plan Enrollment
  • Individualized participant advice
    • Level Four® Advisory Services can provide one-on-one advice to plan participants customized to the circumstances disclosed by each individual participant