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 explain 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
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.