Helping employers establish effective retirement plans through a five-part approach

Providing an objective mix of investment options, education and personalized guidance to help your employees pursue their retirement goals.

OUR FIVE-PART APPROACH

 

Step 1: Discovery  

What are your goals for your workplace's retirement plan?

How we help

Plan design assistance and document support 

Step 2: Getting started  

We try to simplify industry jargon and explaining your retirement plan's features and benefits, so you can make informed decisions.

How we help

Plan compliance education and administration support services 

Step 3: Build the team  

Finding the right partners can bring everything together (statements, investment options, payroll, disclosure requirements, and more).

How we help

Recordkeeper selection, monitoring, benchmarking and reporting assistance

Step 4: Act in your best interest  

We're on your side delivering investment fiduciary advice, ongoing consulting, guidance and monitoring services

How we help

Investments and fiduciary process

Step 5: Help your team reach retirement  

Actively educating your employees about how to save for retirement because the goal of a retirement plan is to help your employees achieve a successful retirement 

How we help

Employee communications and financial wellness programs
NERPA_Logo_2019.png
At Northeast Retirement Plan Advisors,
we are retirement plan advisors.

Ready to find out more?

Northeast Retirement Plan Advisors is dedicated to providing investment fiduciary advice to employer-sponsored retirement plans all across upstate New York.

 

Our dedicated staff is knowledgeable and experienced in helping employers establish a prudent fiduciary process.  We invest in smart, modern technology that allows us to work together and document a consistent process for future reference.  This allows us to start with a well-written Investment Policy Statement (IPS); follow the IPS, and the recommendation and monitoring of plan investments, and then document the process to create a permanent record.

Finally, we focus our attention and efforts providing your employees the opportunity to save enough money to actually retire.

 

Contact Us

NERPA_Logo_2019.png

Northeast Retirement Plan Advisors

950-A Union Rd Ste 31
West Seneca, NY 14224

Phone

716.674.6200 x 237 

Schedule Time Directly

Northeast Retirement Plan Advisors

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA SIPC.
 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, IN, MA, MD, MI, MN, MO, NC, NY, PA, SC

brokercheck.finra.org