Provider Monitoring, Search and Selection

Newton One Advisors will assist you in the ongoing monitoring of your plan’s service and investment providers. We provide comparative information that allows you as the fiduciary to evaluate your provider’s effectiveness on an ongoing basis.

If you are not being provided with the right products and services at the right price, we will do a full analysis of multiple platforms to help you identify who can give you the best value. Since Newton One is independent, we can bring you proposals from any of the retirement plan providers available. We review each proposal and provide a side by side comparison of cost and services to help you make an informed and prudent decision for your plan and participants.

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.