Our Services
Retirement Plans - For Sponsors
Maintaining an appropriate retirement plan for your company often seems like a daunting task – especially when you consider everything else that goes into running a successful business. For us at NEN Financial, Inc. (NEN), it’s one of our specialties. We believe the role of a retirement plan advisor includes, but is not limited to:
- Clearly defining the parameters of the specific client relationship and establishing reasonable expectations for both the client and the advisor
- Evaluating and selecting service providers that appropriately meet the needs of your company and employees
- Performing plan design support
- Assist in designing an investment policy statement (IPS)
- Managing the implementation and transition to new provider(s)
- Managing employee communication and investment education
- Serving as the primary contact for all aspects of plan servicing
- Providing ongoing plan reviews.
Retirement Planning for Individuals
- Personal customized financial and estate planning
Other Financial Services
- Life Insurance
- Disability Insurance
- Long Term Care Solutions