Consulting Services
Why use an Advisor?
Congress has focused attention on retirement plans because of the number of retirees lacking sufficient savings. Plan Sponsors are often left implementing a confusing set of new mandates that lack clear guidelines. As a fiduciary, you have the obligation and risk both personally and corporately by overseeing the retirement plan.
Newton One Advisors can help. We take the time to educate you on your fiduciary responsibilities and put in place a series of steps to assist in the compliance with the ever changing set of obligations.
Not all advisors are the same. At Newton One, we believe that a true co-fiduciary partner requires a depth of specialized personnel and breadth of knowledge to be able to deliver the array of services required to improve retirement plans. As a trusted co-fiduciary, we provide the needed guidance and oversight.
Our services include:
- Plan Design and Compliance
- Fiduciary Due Diligence
- Investment Due Diligence
- Provider Monitoring, Search and Selection
- Plan Expense Analysis and Management
- Investment Policy
- Employee Communication and Education
Newton One Advisors is focused on educating Plan Sponsors and guiding them into making the best decisions for their plan and employees. Whether it is fiduciary issues, fees, features, or funds, we are committed to finding solutions that will fit your needs.
"We consistently keep our clients ahead of the changing legal landscape through the delivery of prudent and proven Plan management advice."
-Eric Pressler