Your plan's participants are counting on you to vet and select an array of investments that will help meet their retirement goals. With our resources, you will know how the plan's money is being directed, whether the fees paid are reasonable, and that you are receiving the services you are paying for.
As the sponsor of a retirement plan, fiduciary responsibility is one of the most important challenges you face. Through our exclusive suite of resources, you can successfully address your fiduciary challenges, maintain your plan in keeping with up-to-date standards and practices, and contribute to the retirement readiness of your participants.
Because of a focus on retirement plans, our financial advisors understand today's retirement landscape, including the very latest trends and regulations. Our advisors can help you design your plan with its ultimate goal in mind: to allow participants the opportunity to retire ready.
With so many details involved in a well-executed retirement plan, you need to stay focused. But how much time can you really devote to scheduling, planning, and meeting all of the requirements? Our advisors have resources to help ease that burden, through our retirement-specific systems.
We offer professional and customized services on:
Individual 401k Plans
Multiple Employer Plans
Profit Sharing Plans
Defined Benefit and Cash Balance Plans
New Comparability and Age-weighted Plans
Elective Deferral Limit
Catch UP Limit (age 50 or older by year end)
Defined Contributions Annual Limit
Highly Compensated Employee
Defined Contributions Annual Limit (with Catch Up)
Key Employee-Officer Compensation
Greener Path Retirement Planning has established a Life and Health insurance agency to better service the employee benefit needs of our group clients.
Services We Offer:
We strive to provide our clients with the highest standard of service by understanding your complex situation, offering various product solutions then making customized recommendations. Our intention is to exceed your expectations. This survey is an example of our dedication.
Right now we are interested in gathering information and reviewing your current employee benefits package.
We invite you to complete the short 12 question survey below. Your responses will help engage us in meaningful feedback.
Upon submission, a Greener Path Retirement Planning associate will contact you to schedule an informational discussion.
Have a Question? Our team is here to help.
Years of experience have prepared us to guide you through your life transitions. Give us a call today!
RICP conferred by The American College.