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Your retirement plan conversation is scheduled.
Thank you for scheduling time with Longhouse Wealth Management. Your confirmation email includes the meeting details and your Zoom link.
What happens next?
Check your inbox for the confirmation email and Zoom link. At the scheduled time, we will discuss your organization, your current plan or goals for a new plan, and the questions you would like answered.
There is no obligation to move forward. This conversation is a starting point for determining whether a plan review makes sense for your organization.
Helpful documents
A retirement plan review can help identify whether your current plan structure, provider, investment lineup, fees, and fiduciary support are still serving your organization and your employees well.
If helpful, please have recent plan documents, fee disclosures, provider statements, or investment lineup information available for the next step.
