Northeast Planning Service

Our History and Vision

Northeast Planning Services, LLC, founded in 1983, stands as a seasoned third-party administrator based in Waltham, Massachusetts. With decades of experience, we guide businesses in confidently navigating the complexities of retirement plan compliance, design, and administration. Our unwavering focus is on fostering robust plans that empower employees and ensure their financial security.

Why Offer a Retirement Plan?

A robust retirement plan offers numerous benefits for both employers and employees. For employees, it provides a sense of security, encourages financial responsibility, and promotes a sense of loyalty and commitment. Employers, on the other hand, can leverage tax advantages, improve recruitment and retention, and foster a positive workplace reputation through such a valuable employee benefit.

Our Expertise and Services

Our seasoned team of professionals boasts deep knowledge of various retirement plan types, including:

• Traditional 401(k) plans
• Cash balance plans
• Cross-tested profit sharing plans
• Defined benefit plans
• Safe Harbor 401(k) plans
• Profit sharing plans

Tailored Solutions for Your Business

We understand that every business is unique, with diverse retirement planning needs. Our tailored approach allows us to:

• Analyze your current plan and identify potential areas for improvement.
• Design a custom-made plan that aligns with your goals, budget, and employee needs.
• Handle all administrative tasks from onboarding participants to managing contributions and distributions.
• Provide ongoing compliance monitoring and reporting.

Our Commitment to You

At Northeast Planning Services, LLC, we prioritize:

• Client-centricity: We believe in open communication and personalized attention to ensure your needs are met.
• Transparency: We provide clear and concise information about your plan and its performance.
• Accessibility: Our dedicated team is available to answer your questions and address any concerns promptly.

Get Started with Northeast Planning Services, LLC today and empower your employees for a secure retirement!