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Our Services
Administrative Organization

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There’s no one-size-fits-all solution for retirement plans: plan design needs to be tailored to each company’s individual situation. Whether you need a plan designed to maximize contributions, increase participation, or satisfy testing requirements, you need to understand the basics of plan design and be able to evaluate your plan based on your company's specific goals. Working with a knowledgeable advisor can help. 


We take an active role in plan design to help you develop a benefit plan that’s right for you, your company, and your employees.

Contact Us

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Northeast Retirement Plan Advisors

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

Phone

716.674.6200 x 237 

This information was developed as a general guide to educate plan sponsors but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

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

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