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How We Help

Download our complete Retirement Plan Services brochure.

Your business isn’t retirement plan management...

As an employer and sponsor of a 401(k) plan, you and your company carry a major responsibility. You must listen to the needs of your employees and then select the appropriate service providers at a reasonable cost, determine the optimal plan design provisions, ensure your plan is administered properly, and educate and inform plan participants. All of this hopefully results in a plan that inspires employees to reach their retirement dreams, while helping you recruit and retain valuable associates.

However, with all the defining and redefining of the role of a fiduciary, continued participant lawsuits, and the recognition that a plan sponsor’s fiduciary liability is also a personal liability, retirement plan administration may appear daunting. Some questions to consider:

  • How do you know if your company is meeting these challenges?
  • How do you know if your plan is working?
  • How do you protect yourself as a fiduciary?
  • Does your organization have the resources to handle these responsibilities alone?
  • How do you select providers or investments?

Ours is.

Northeast Planning Associates’ retirement plan consultants help you manage costs, monitor performance, understand and implement fiduciary practices, and assist plan participants with their retirement planning goals. Whether you are considering changing providers, reviewing your advisor relationship, seeking fiduciary education, or simply want an evaluation of your current plan, our team can help.

For more information, please see the printable brochure PDF below.

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To discuss your company’s particular needs or situation, please call us now at 617-733-8336 or mail us at [email protected]