Retirement Plan Services
Longfellow Benefits is a National Retirement Partners (NRP) member firm which is one of the country's largest independent retirement plan advisory organizations. With over 150 offices nationwide, NRP consultants manage over 6000 retirement plans and $50 billion in qualified plan assets. Across the industry, retirement plan providers have created teams to specifically service NRP member firms and their clients. These services include select pricing and enhanced service capabilities.
Additionally, NRP member firms are a select group that has dedicated their practices to retirement plan consulting. Within the NRP family, Longfellow is considered one of the elite consulting firms for number of plans under advisement and assets under management. Longfellow is eager to share our expertise and value proposition with you along with the leverage that comes with being an NRP member firm.
Longfellow Benefits works with clients to help maximize their investment in retirement plan programs. We help you craft an effective plan document, provide a process for fiduciary management, educate employees, and accurately monitor your investment selections.
Retirement Plan Audit
Using our experience and technical knowledge, we provide a thorough review of all of the components of your plan: design, investments, participation, fiduciary management, testing, and administrative procedures. With this review, we provide comments and recommendations to help you create a roadmap for change.
Vendor Search and Selection
We work with you to develop criteria that will match your needs to the right vendor. We will prepare a custom RFP, analyze vendor responses, provide recommendations and help implement the plan you have chosen.
Participant Communication and Education
We create custom employee presentations to target a multitude of topics to improve plan participation and employee appreciation.
Fiduciary Management
Having a framework by which investment decisions are made is a critical component to the fiduciary’s tool kit. We help craft a dependable Investment Policy Statement providing research, analysis and recommendations in line with that policy.
Investment Monitoring
We provide complete investment monitoring and performance measurement relative to the Investment Policy Statement. We will meet with you and your investment committee to review investment returns, expenses, risk/return characteristics, manager changes, and “style drift.”
2009 PLANSPONSOR Consultant Survey - NRP Rankings
As a member firm of National Retirement Partners (NRP), a respected leader in the retirement plan industry, Longfellow Benefits has access to specialized support, services and tools that enable us to provide superior service to our plan clients. We are pleased to share the results of a recent survey conducted by PLANSPONSOR magazine in which NRP was ranked among the top retirement plan consulting firms. View survey