Retirement Plan Services

Understanding that our clients have a diverse array of needs when it comes to their retirement plan, Our Retirement Plan Services division follows a consultative, hands-on approach. We help you navigate complex issues and make informed decisions regarding your plan. Eastern Bank has developed its own proprietary platform. Eastern Bank’s Retirement Plan Services believes that no one solution can best fit all situations and also has multiple platforms from which we can select the best for your particular program. We work with many of the industry-leading platform providers such as Fidelity Investments, John Hancock, Mass Mutual, Principal, and others. Some of the service highlights include:

  • Support for all types of retirement plans
  • Open architecture on plan investments
  • Comprehensive participant education program
  • Fiduciary review – Our retirement specialists are AIF® certified (Accredited Investment Fiduciary), giving them unparalleled insight into fiduciary prudence.
  • Trustee services
  • Compliance services