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 and the underlying assets. We offer our own proprietary platform through a third party record keeper and Eastern Bank as Trustee or other competitive platforms from which we can select the best solution for your company and employees. We work with many of the industry-leading bundled 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
  • AIF® certified (Accredited Investment Fiduciary)
  • Trustee services
  • Compliance


Securities in retirement plans have NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE. Some retirement plans require a broker dealer for which we are registered with Investment Professionals, Inc., Member FINRA and SIPC. We do not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. This web page is for informational purposes only and should not be construed as a solicitation to buy or sell securities. Suitability should always be addressed. The products offered are not insured by the FDIC or any other agency of the U.S., a bank, or an affiliate of a bank. Products are subject to investment risks, including the possible loss of principal amount invested.