This plan was designed for previously established plans who are looking for a more transparent/cost efficient model, who are interested in reducing administrative responsibilities/fiduciary risk.
MID SIZED AGGREGATION PLAN
There are multiple partners involved in managing this MEP. Belpointe acts as the 3(38) investment manager and plan advisor. We use an independent record keeper and custodian, an independent TPA/3(16) service provider, as well as a participant adviser who can differ from employer to employer.
The mid sized aggregation plan was designed to provide a custom, flexible plan design. It capitalizes on the benefits of fiduciary outsourcing, without an MEP structure. This plan is designed as a single employer plan with individual IRS 5500 filing per employer.
Take our assessment to determine how fiduciary outsourcing can benefit your plan.
THE BENEFITS OF OUTSOURCING
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Your 401(k) Partners
Senior Wealth Advisor
William Anderson is a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Plan Specialist. For over 12 years, he has provided simpler, safer, and more cost-effective retirement plan solutions for clients. His services include implementing sound strategies that mitigate the, sometimes unknown, financial risk to your 401(k) plan and ultimately your and your employees’ nest egg.
As an independent Investment Advisor Representative (IAR), I look to advise my clients on their existing retirement plan vs. pitching a plan or product. This is an important distinction because it means my recommendations to a retirement portfolio are independent of any one financial product or provider.
Nick Greenhouse is a Registered Investment Advisor for Belpointe Wealth Management residing in Connecticut. He specializes in individual wealth management and retirement planning. Nick knows that there is no “one size fits all” solution to wealth management or retirement planning and is passionate about educating clients with unique solutions to meet each of his client's needs and goals.
Nick has passed his Series 65 securities examination and is a licensed CT , life, and health insurance producer. In his spare time, Nick enjoys hanging out with his family, golfing or skiing with friends, and cooking delicious things. Nick aspires to educate his local community and clients on financial wellness.
Paul has been in financial services for 27 years with offices located in Cheshire & Greenwich CT, supporting Belpointe team member Advisors throughout the country.
As a Fiduciary plan consultant Paul provides independent, fee-based services that put clients’ interests above all else, always supporting ERISA plan sponsor Fiduciaries to act in the best interest of plan participants and their beneficiaries.
Paul focuses on the unique needs of each corporate client, meeting them wherever they are in terms of their knowledge and experience of ERISA, driven by keeping the clients on a “Fiduciary Continuum” of growth
Areas of Concentration:
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