Wealth 20/20 is a third party platform with all of your financial information securely held in one place. This includes Financial Dashboard, Investments, Spending/Budgeting, Insurance, Property, Cash Flow & Retirement Planning, and secure document storage. If you do not already have Wealth 20/20 access, please contact our office to inquire.
WHY NEW ENGLAND PENSION
Established in 1986, NEPPS is a national, independent, full-service retirement-plan consulting firm. We provide sophisticated retirement programs tailored to each client’s needs with comprehensive attention to detail. One of the first to promote an Open Architecture conflict-free design, free of revenue sharing and product kick-backs.
To educate retirement plan sponsors, participants, and independent advisors with the resources and information necessary to navigate among the various complex retirement decisions in the most cost-effective environment available.
To promote financial independence using practical education, workshop learning, state of the art technology, and understanding while listening to client needs in a face-to-face relationship. Our Plan designs are custom, objective and independent, as our fee for service model is free of any conflict or product affiliation.
WORLD CLASS PENSION PLAN PLATFORM
Finally comprehensive, compliance and fiduciary governance made available in a fee for service platform, agnostic of any product or conflicts.
- Tired of the impersonal 800 call center?
- Stuck in a product where the recordkeeper controls the menu?
- Unimpressed with the investment stradegy for your higher account value?
It is time to consult with the Firm that truly works for you!
The compliance team at NEPPS helped our client design a comprehensive tax strategy of a profit-sharing combo plan that allowed owners significant tax savings while rewarding key employees.Corporate Tax Accountant
We thought our advisor was working in our best interest as a fiduciary, but NEPPS independent benchmarking and contract analysis assisted us in recognizing the hidden revenue sharing and fees that our recordkeeper was collecting. Moving to a fully transparent fee for service approach reduced costs and removed conflicts. Our participants really appreciated the educational meetings.CFO, Mid-size professional business, S-Corp
Our company financial wellness workshops are a great benefit to help our employees understand the true value of our retirement plan. I often have a number of employees compliment and thank us for having NEPPS run these productive gatherings. Thank you NEPPS!HR Manager – Manufacturing
I would consider myself a somewhat sophisticated investor. The level of education and knowledge that NEPPS utilizes in explaining and educating our employee workforce is second to none.Vice President, Mid-size Construction Corp
I really appreciate the model portfolios that NEPPS utilizes. They explain the methodology of diversification, indexing, and how periodic rebalancing helps. Looking at a year like 2022, the value of these portfolios greatly outshone my other accounts and my husband’s advisor accounts.Division Manager, Tech Firm
I never really calculated the expense ratios hidden within my investments or retirement plan. Thank you NEPPS for helping me to better understand what I was paying for and advocating a better approach.Registered Nurse, Healthcare Provider