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Retirement Plan Consultants for 401(k) and 403(b) Plan

The Norton Approach to Retirement PlanningLet a certified expert help keep your retirement plan on course.  As sponsor of a qualified retirement plan, you carry enormous personal fiduciary responsibility. You’re expected to stay on top of today’s changing regulatory environment. And you’re the primary educational resource for plan participants. It’s a lot for you to manage while also trying to manage your business.

There’s never been a better time to let an experienced navigator take the helm. We can make a world of difference for you, your plan participants and your firm. With the specialized knowledge and industry designations that are essential to effectively manage the complexity that is the retirement plan landscape, Norton experts will help to ensure that your plan delivers the investment options, services, and overall value participants expect.

All of which leaves you free to focus on other critical areas of your business, secure in the knowledge that your firm’s retirement plan is proceeding full speed ahead.

An Objective Viewpoint for Your Retirement Plan

When change is the only constant, an independent perspective is the surest way to get our bearings. Rely on our unbiased outlook and breadth of knowledge about the retirement plan industry to help you evaluate the options, make the best choices to meet your firm’s and your participants’ objectives, and meet your fiduciary obligations.

Our independence means that our interests are aligned with yours. You have access to a virtually unlimited universe of plans from which to choose – free from proprietary vendor or product pressures and any conflicts of interest. Whether we work with you on a specific project or on an ongoing basis, the benefits of objectivity apply to your bottom line as well. Our fee structure is fully transparent and independent of the specific recommendations we make to you. You’ll know that the advice we offer is based solely on what’s best for you and your participants.

Retirement Plan Design

401(k), 403(b), Defined Benefit, Deferred Comp, Cash Balance, Compliance Testing, Matching Formulas, Safe Harbor…the terms are endless. In collaborating with both clients and plan administrators we help you make sense of the complex. We present clear and understandable recommendations to help our clients accomplish their goals. Let us help you keep it simple.

Retirement Plan Investment Expertise

You may find our core strengths to be a perfect match with your key objectives: the design and management of a plan that enhances participants’ investment opportunities and improves their overall experience.

Count on us to remain focused on the careful management of risk and volatility designed to help minimize your exposure to fiduciary liability. Investment fund recommendations are based on a rigorous quantitative and qualitative evaluation process. We also provide ongoing monitoring and review of funds and providers, giving you a clear picture of the overall performance of your plan.

Third Party Administration (TPA) Services

To improve the overall retirement plan process and to keep things simple for you, Norton Financial has created a new model to package specialized financial advice with Third Party Administration (TPA) services.  With in-house TPA services, our clients have the freedom to select the investment platform that best suits their company’s needs and to obtain expert design and compliance advice at the front-end of the process – reducing the risk of unexpected surprise.

As experts in the Retirement Plan arena, Norton Financial builds the most appropriate retirement plan for you and your employees – without propriety vendor or product pressures and any conflicts of interest. As TPAs, we work to insure that all of the moving parts of your retirement plan are synchronized.