• Do you feel that you fully understand all of your obligations as a 401k plan provider even if you have outsourced your plan?
• Does your providers have disclosed the full cost of your plan including any hidden fees other payments?
• Do you know what your plan is costing you personally as the business owner? 
• Have you been limited in the amount that you personally can contribute to your plan?
• Have you been told that certain options are not available to you because your plan is "too small?"

If any of these questions resonate with you we may be able to help? Long & Associates Retirement Plan Services are different from those of major brokers and insurance companies.  

WE ARE NOT A PLAN PROVIDER AND DO NOT SELL PLANS.  WE ADVISE YOU ON HOW TO IMPROVE YOUR PLAN.

Here's how we help:

Assessment 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 Report Card Introduction. 

Lowering the overall plan costs and improving investment options

• Typically our clients reduce the overall cost of their plan 20-50%.
• We show clients how they can include low cost higher performing funds in their plan.

More Options

• We show clients how to get options they may have been told they can't get including Roth 401k, and self-directed options.

Improved Investment Monitoring 

• Often our clients are not aware of their obligations to evaluate and monitor the investments in their plan.  We help clients put a best practice process into place for investment evaluation and monitoring.

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