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In order to keep your plan running smoothly, you rely on the support of service providers. However, not all providers are created equal.

 

We help our clients evaluate their current service providers, the tools and technology they offer, and the value they bring.


1.    Find out what you are actually paying.
2.    Benchmark to compare costs and services to determine value. 
3.    Help conduct RFP and facilitate finalist meetings.

Our Services
Service Provider Consultations

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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