Retirement Plan Advisory Services

Greenport Financial Advisers Inc. provides investment consulting services to defined contribution and defined benefit plans. We can assist with the following types of plans:

 

  • 401(k) and Safe Harbor 401(k)
  • 403(b) Public and Not-for-Profit
  • SIMPLE IRA
  • SEP IRA
  • ESOP
  • 457 Plans
  • Cash Balance
  • Profit Sharing
  • Defined Benefit Plans

 

 The services we provide plan sponsors include:

  • working with plan sponsors, third party administrators, and other advisors to assist in plan design
  • researching and monitoring appropriate provider platforms, and assisting plan sponsors in choosing the platform that best fits their plan
  • researching and monitoring the available investment options and making recommendations to assist the plan sponsor in creating and maintaining an appropriate menu of investment choices for their plan
  • presenting the plan to employees, answering questions, and assisting with participant enrollment
  • assisting employers’ representatives with setting up payroll remittances
  • conducting annual meetings with employees either as a group or individually
  • giving general investment advice to participants as needed
  • working with plan sponsors, third party administrators, and other advisors to assist with annual required disclosures
  • assisting in the coordination of the annual fiduciary meeting

 

We are always available to answer questions from employers and employees and assist whenever possible.

We would be happy to discuss our consulting services with you and provide competitive quotes if requested.

 

How can I schedule a complimentary consultation?

Answer: Contact us online or call (330) 433-1800 (Canton/Jackson Office) or (330) 868-0900 (Minerva Office) for a confidential complimentary, exploratory meeting with no obligation on your part.

 

Bill Griffing

Doug Griffing

Denise Downard

Jim Pennetti

Kulanan Monroe