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Corporate Retirement Plans

Client Centered

As a business owner or senior executive, your time is valuable. Your to-do list is full enough as it is without the added responsibility of overseeing the 401k. Levine Group offers custom-tailored solutions aimed at minimizing your duties as plan fiduciary while instilling confidence in your team of loyal employees.

To further support your goals as plan fiduciary, you will be given access to a private virtual filing system with 24/7 access to important plan documents and information. Your Fiduciary Briefcase is another way we help minimize your stress and maximize your time at the office.  


  • 401(k)
  • 403(b)
  • 457
  • Non-Qualified
  • Profit Sharing
  • Cash Balance Plans


  • Plan Design & Consulting
  • Fiduciary Guidance
  • Investment Analysis
  • Fee Benchmarking & Vendor Services