Services for 401k and 403b Plans PDF Print E-mail
How does your current 401k or 403b plan rate?

Take a short quiz to see what your grade is.  Then order the full Report Card to get in depth knowledge about your plan and how to improve it.

Long & Associates Retirement Plan Services are different from those of major brokers and insurance companies.  Here is how we are different:


BusinessAssessment Tool for your Plan

  • We offer you a review of key areas of your plan in an easy to understand Report Card format.  And provide recommendations on how to improve your plan

Honest Fee-Only™ Advice

  • We work solely in our clients best interest and have signed a fiduciary oath.
  • We do not sell any products or receive commissions or kickbacks, are only compensation comes from our clients

Transparency and Low Costs

  • We charge a flat fee based on the number of employees you have.
  • We recommend low-cost mutual funds from The Vanguard Group (Long & Associates LLC is not affiliated with Vanguard and receives no compensation from Vanguard). The cost of these mutual funds is 0.2%-0.3% per year compared to the average mutual fund cost of 1.5% per year and the average annuity investment charge of 2.36% per year.
  • A low cost plan could save 30%-70% per year over your current plan - adding up to millions of dollars for your employees in the long-run.

BusinessSuperior Education Services

  • We provide in-person education to your employees.
  • In our experience people respond much better to face to face education than web-only education.


Help you fill your Regulatory Requirements

  • Long & Associates is a Registered Investment Advisor.  A Registered Investment Advisor can be a co-fiduciary to the plan and allow the plan trustees to demonstrate that they have met some of their fiduciary burden.  A broker or insurance agent cannot provide this function.
  • We write an Investment Policy Statement outlining criteria to select and evaluate investments in your plan.
  • We keep you informed on changes in the regulations regarding your plan

Contact Us Today to order a Report Card for your plan!

 

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Phone: 312-373-9265

Address:
1286 Milwaukee Avenue
Suite 206
Chicago, IL 60622

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