Retirement Plans

Retirement Plans

Discover how we help you manage your retirement plans by maximizing employee engagement, helping you meet your fiduciary responsibilities, and optimizing your portfolio.

Executive Benefits

Executive Benefits

Discover how we help employers maintain competitive compensation plans for key employees, assist business owners with continuity planning, and help high net worth individuals with estate planning needs.

Spotlight On...

403b Plans

403(b) plans are now subject to the same fiduciary obligations as 401(k) plans, but many 403(b) fiduciaries are unaware of the true scope of their responsibilities. Increasing DOL audits put unprepared 403(b) plan sponsors at risk. Find out more here.

Welcome to Longfellow Advisors

At Longfellow Advisors, our focus is on guiding employers, their employees, and key executives in the planning, management, and execution of their retirement and business continuity strategies. Our recognized team of industry thought-leaders act as your guides, helping you through the maze of administration and regulation. Because we work collaboratively across multiple lines of business, following our route helps ensure consistency, avoids redundancy, and maximizes efficiency. As part of your team, we are out there ahead of you, forging a path with strategies that meets your unique needs in an effort to leave no stone unturned.