FEATURED EVENTS
Apr
16
Annual Meeting
The VERVE Hotel, Natick
Jun
24
Mid-Career Seminar
Via Zoom
Sep
16-17
Pre-Retirement Seminar
The VERVE Hotel, Natick
WEBINARS
May
8
Plan C webinar
Via Zoom
TBD
Plan A/401(k) topics
Via Zoom
NEWS & EVENTS
What Makes Us Different?
We specialize in the banking industry of Massachusetts
Our clients run banks; we run their pension plans. We are a specialized unit as an extension of their HR department.
We are focused on better retirement outcomes
We spend a lot of time on retirement education sessions for small groups and one-on-one, in addition to utilizing data science for automated prompts to action; the combination results in a 2%* higher deferral rate on our 401k plans.
*Average of 2021-2022 CBERA deferral rate minus T. Rowe Price 401k plans average.
We have deep expertise in retirement benefits
Our team averages 30 years of experience per person, and our organization has been here since 1946. We understand the complexity of pension plans.
Gold standard of customer service
​We don’t count the minutes we spend with participants and our clients; we help them before, during and after retirement.