Qualified Retirement Plans

Greenwich Financial Management advises corporations and partnerships concerning qualified retirement plans.  Among its roles:

• The firm can act as broker of record to design and implement retirement plans, including:
  • Defined contribution plans
    • 401(k), 403(b), 457(b)
    • Profit-sharing plans
  • Defined benefit plans
    • Funded by portfolio investments
    • Funded by insurance and annuities contracts—412(i)
• The firm can also act as outside advisor in helping a plan meet its ERISA duties to “monitor and review” the investments of the plan, where another firm, mutual fund group, insurance company or brokerage house has acted or will act as broker of record.