Employer Retirement Plans

Business owners understand the multitude of benefits that offering a Qualified Plan affords them and their employees. Many owners and Plan Trustees are not aware that they can be held personally liable for the decisions they make regarding these Plans. Newton One believes that our most important responsibility as a Plan Advisor is to protect business owners and Plan Fiduciaries. Newton One Investments LLC, through its experience and independence, provides a comprehensive and consultative client partnership that can deliver our clients the peace of mind that their plans are compliant, fee competitive, and at the leading edge of current Plan design. Our approach to the Retirement Plan is to support, inform, and implement processes that protect Plan trustees while simultaneously creating a decision framework leading to enhanced participant retirement outcomes.