Retirement Plan Services
your current retirement plan expensive and costly? Have you avoided
getting a retirement plan because of the financial and time investment?
New England Wealth Advisors, the exclusive endorsed provider of
retirement plans for our members, provides no hassle, low cost
retirement plan products and services to nonprofit organizations
throughout Northern New England. For a free consultation about significant membership savings on retirement plans, call 1-866-653-9148 or email either
Tom Van Loon at
Donald Roy at
Retirement Plan Services include:
Retirement Plan Design Consultations
Which Retirement Plan is appropriate - 403b, SEP, Simple, 401k?
Are you meeting your oversight obligations?
Plan Installation Services
Enrollment, education, follow up, re-enrollments
Is the plan still meeting your organization's needs?
Seminars on various Investment & Retirement Planning topics
- College Saving Programs
- Roth 403b
- Executive Benefit Options (457 / Top Hat)
- Investment Services for Endowments
Securities offered through Securities America, Inc. Member NASD/SIPC
Donald M. Roy, Registered Representative - Thomas Van Loon, Registered Representative
Advisory Services offered through Securities America Advisors, Inc.
Donald M. Roy, Investment Advisor Representative - Thomas Van Loon, Investment Advisor Representative
New England Wealth Advisors and the Securities America companies are not affiliated.