{"id":880,"date":"2023-10-25T18:29:31","date_gmt":"2023-10-25T18:29:31","guid":{"rendered":"https:\/\/greenportfinancial.com\/dev2023\/?page_id=880"},"modified":"2024-01-26T13:29:34","modified_gmt":"2024-01-26T13:29:34","slug":"retirement-plan-advisory-services","status":"publish","type":"page","link":"https:\/\/greenportfinancial.com\/retirement-plan-advisory-services\/","title":{"rendered":"Retirement Plan Advisory Services"},"content":{"rendered":"
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Greenport Financial Advisers Inc. provides investment consulting services to defined contribution and defined benefit plans. We can assist with the following types of plans:<\/p>\n

    \n
  • 401(k) and Safe Harbor 401(k)<\/li>\n
  • 403(b) Public and Not-for-Profit<\/li>\n
  • SIMPLE IRA<\/li>\n
  • SEP IRA<\/li>\n
  • ESOP<\/li>\n
  • 457 Plans<\/li>\n
  • Cash Balance<\/li>\n
  • Profit Sharing<\/li>\n
  • Defined Benefit Plans<\/li>\n<\/ul>\n

    The services we provide plan sponsors include:<\/p>\n

      \n
    • working with plan sponsors, third party administrators, and other advisers to assist in plan design<\/li>\n
    • researching and monitoring appropriate provider platforms, and assisting plan sponsors in choosing the platform that best fits their plan<\/li>\n
    • 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<\/li>\n
    • presenting the plan to employees, answering questions, and assisting with participant enrollment<\/li>\n
    • assisting employers\u2019 representatives with setting up payroll remittances<\/li>\n
    • conducting annual meetings with employees either as a group or individually<\/li>\n
    • giving general investment advice to participants as needed<\/li>\n
    • working with plan sponsors, third party administrators, and other advisers to assist with annual required disclosures<\/li>\n
    • assisting in the coordination of the annual fiduciary meeting<\/li>\n<\/ul>\n

      We are always available to answer questions from employers and employees and assist whenever possible.<\/p>\n

      We would be happy to discuss our consulting services with you and provide competitive quotes if requested.<\/p>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"

      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)…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nRetirement Plan Advisory Services - Greenport Financial Advisers<\/title>\n<meta name=\"description\" content=\"Our experts provide investment consulting services to defined benefit and contribution plans. 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