Plan Design and Compliance

At Newton One Advisors, we review your current retirement plan, financial goals and tax objectives to create the best plan design. Most of our clients are small business owners looking to maximize their personal contributions and to offer a benefit to their employees. Our plan design analysis includes a comprehensive study of options ranging from traditional 401(k) to the more complex plan designs that favor ownership or key employees.

Newton One has strategic partnerships with third party administrators to assure the ongoing compliance to current pension law.

Securities offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member FINRA/SIPC.
Advisory Services offered through M Holdings Securities, Inc. and/or Newton One Advisors.
Newton One Advisors is independently owned and operated.

131 Continental Drive, Suite 206 (map)
Newark, DE 19713

Phone: 302.731.1326
Fax: 302.455.9089

Securities products may be sold in the following states: AZ, CA, CO, DC, DE, FL, GA,
ID, KY, MA, MD, ME, MI, MN, NE, NC, NJ, NM, PA, TN, UT, VA, WI, CT, NY, TX WA.