Levine Group, LLC delivers innovative services and solutions for plan fiduciaries, while enhancing investment opportunities and helping participants achieve financial confidence. We are proud of our commitment to excellence and invite you to see for yourself how our services make retirement plans better.
Corporate Retirement Plan Products
- Profit Sharing
- Defined Benefit
- SIMPLE IRAs
Corporate Retirement Plan Services
Levine Group delivers proactive consulting solutions that are comprehensive, compelling and technically proficient. As a result, participants are better informed about asset allocation and risk tolerance, and most importantly, better prepared for retirement.
CFOs, CEOs, Presidents and other fiduciaries have personal liability for assets in the company’s retirement plan. It is crucial that plan sponsors partner with an independent firm specializing in services that help reduce exposure to fiduciary liability.
Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience. Levine Group provides investment analysis to assist with this important responsibility.
Benchmarking plan provider services, investment opportunities and total plan fees can overwhelm even the most diligent plan sponsors. Levine Group shoulders the responsibility of thorough market analysis, offering guidance and support throughout the process.
Online portal designed to be your virtual private filing system affording plan committees any-time access to pertinent plan documentation and information, thus readily preparing plan for audits
If you are seeking corporate retirement plan services, contact Levine Group today and learn how we can help you build a secure future for your business team.