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A Retirement Plan Designed To Work As Hard As You Do

As a business owner, you work hard to grow your business and build your wealth. Level Four Wealth Management can offer you competitive fees, quality service, and a variety of investment choices to efficiently build your financial future.

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Review My Retirement Plan

I am a Business Owner and I want to receive a free analysis of the fees and investments in my retirement plan.

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Start a New Retirement Plan

I am a business owner and I want to start a retirement plan for my business.

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Expectations of Level Four Wealth Management

Competitive Fees

We will go through and analyze multiple providers to make sure we offer you a plan that is competitively priced. We do not have a proprietary provider that we have to use. We have the flexibility to look at several providers and build the investment lineup to lower your overall cost.

Quality Service

Our clients are always top of mind for us and we strive to take care of our clients. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Wide Investment Selection

When choosing your investment lineup for your 401(k) plan we not only evaluate the returns, but we also evaluate how much risk you are taking and how much you are paying in underlying fees to the investment company. We have the flexibility to offer index funds with a passive approach or mutual funds that are actively managed.

How Much Is Your Plan Paying in Fees?

How Much Is Your Plan Paying in Fees?

Ask your 401(k) Provider for a copy of your 408(b)(2) Form that discloses all of your fees. Once you receive this we can create an analysis of your plan by getting comparisons from other providers for you. Our analysis not only looks at the all-in cost of your 401(k) plan, but we also look at the performance and risk of your investment lineup.

Comparison of 401(k) Fees

John

-Makes $70,000 per year and invests 5% to receive a 5% match from his employer

-Average annual return on investments of 7%

-Total plan cost for participants is 2%

-John has approximately $487,507 after 30 years of investing in his 401(k) Plan

Bob

-Makes $70,000 per year and invests 5% to receive a 5% match from his employer

-Average annual return on investments of 7%

-Total plan cost for participants is 1%

-Bob has approximately $588,896 or 20.8% more money than John after 30 years of investing in his 401(k)

This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing

How To Switch Your Plan Today

Complete Our Form

Our form takes less than 5 minutes to fill out to start the process.

Send Your Plan Info To Us

We will request your Plan Document and a Census for your 401(k) Plan. Once we receive this we can compare several providers to find one with open architecture for investments and to lower your all-in costs.

Transition Process

We will discuss with you the provider that makes the most sense to move forward. The transition typically takes about five weeks to complete once we choose a new provider.