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Retirement

One of the most exciting things we have seen in working with our clients is that their employees are not looking to save money for retirement so they can cautiously spend it on necessities while they sit quietly and enjoy life vicariously through the younger generation. They are looking forward to adventures, fulfilling their bucket lists, staying active and even starting another career and we couldn’t be happier. What’s even better is how our clients are happy to help their employees achieve their dreams.

We know that you have goals and objectives that are unique to you and your organization. As your retirement plan consultant, we will customize a solution specific to your plan’s needs and requirements. Our dedicated consultants deliver comprehensive services help ensure a successful retirement plan experience for you and your employees.

With independence from any particular plan provider or fund family, we are able to work with virtually the entire retirement plan marketplace to tailor a plan that suits your needs and accomplishes your goals.

Our service is process-driven to help ensure that you meet your objectives as a plan sponsor, on both a plan and participant level. We aim to provide objective advice and objective analysis to help protect plan fiduciaries from personal and corporate financial liability, while also providing your participants with education opportunities to help them make sound investment decisions.

The Process

Our Retirement Plan Resource Platform provides our clients with the ability to reduce their fiduciary liability while providing competitive retirement plan benefits to their employees.

  • Fiduciary Guidance
  • 401(k) Plan Diagnostic Report
  • Plan Audit / 404(c) Compliance Check
  • Employer Objectives and Plan Design Analysis
  • Employee Communications and Enrollment
  • Investment Analysis and Due Diligence
  • Plan Fee Comparative Analysis
  • RFP Implementation and Management
  • Contribution / Plan Design Modeling
  • Benchmarking and Employee Surveys

The Products

Our independence enables us to work with virtually the entire retirement plan marketplace. Our resource platform helps ensure that your plans are accomplishing our goals.

  • 401(k)
  • 401(a)
  • 403(b)
  • 457(b) (f)
  • Defined Benefit
  • Profit Sharing
  • Money Purchase Pension
  • Simplified Employee Pension Plan
  • Supplemental Executive Retirement Plans
  • Voluntary and Supplemental Benefits
  • Deferred Compensation

Headquarters – Connecticut Office
135 South Road
Farmington, CT 06032
Phone: 1-860-409-7520
Toll Free: 1-800-388-9771
Email: CT@schustergroupne.com
* Rhode Island Office
600 Putnam Pike, Suite 10A
Greenville, RI 02828
Phone: 1-401-588-2570
Toll Free: 1-800-388-9771
Email: RI@schustergroupne.com
* Massachusetts Office
5 Mount Royal Ave, Suite 210
Marlboro, MA 01752
Phone: 1-508-481-0025
Toll Free: 1-800-388-9771
Email: MA@schustergroupne.com
* Medical, Dental, Life and Disability coverage only. Securities business is not conducted at these locations.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/ SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra AS. The Schuster Group is a member firm of BenefitPartners. Kestra IS and Kestra AS are not affiliated with The Schuster Group, BenefitPartners, The Alliance for Non-profit Growth and Opportunity, Inc. (TANGO) or any other entity listed. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.