Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Aliso Viejo, CA • nfp.com
San Francisco, CA • newfrontretirement.com
Newfront Retirement Services
NFP
Key Contact(s)
Key Contact(s)
Greg Kaplan 248.318.4771 • Greg.Kaplan@newfront.com
Joel Shapiro 949.460.9898 • joel.shapiro@nfp.com Kameron Jones 949.460.9898 • kameron.jones@nfp.com
Firm Profile Exclusively dedicated to 401k and other defined contribution solutions, the Newfront Retirement Services team offers a wealth of expertise to help clients navigate the complexities of retirement planning with confidence and ease. With $17b in AUM and more than 60 public companies as client, Newfront combines elite expertise and cutting-edge technology to deliver concierge-level client service. Our approach scales with you, including a dedicated conversions team for vendor transitions and strategic M&A, access to in-house subject matter experts for ERISA and compliance, and financial wellness.
Primary Market(s) Served
Firm Profile At NFP, our solutions and expertise are matched only by our personal commitment to each client’s goals. We are a leading provider of retirement consulting services, with over $180 billion in assets under advisement made up of over 5,000 plans. Our commitment to excellence and innovation allows us to help create successful retirement plan outcomes for plan sponsors and participants.
Primary Market(s) Served
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available
Options Available
• Preferred Provider Program
• Retirement Sales Desk Representative
• 3rd Party Vendor Analysis Tool
• Business Development Consultants
• Benchmarking Tools
• 3rd Party Vendor Analysis Tool
• CRM/Data Aggregation
• Other Tools
• Allows Fiduciary Declaration 3(21)/3(38)
• Benchmarking Tools
• 408(b) (2) - In-House or Outsourced
• Participant Advice/Participant Services
• Plan Sponsor Fiduciary Training
• Allows Fiduciary Declaration 3(21)/3(38)
• Stable Value Analysis
• Custom Risk Based/Target Date Models • 408(b) (2) - In-House or Outsourced
Home Office Employees Supporting the Business
• Plan Sponsor Fiduciary Training
28
• Stable Value Analysis • Minimum Fee Schedules
Home Office Employees Supporting the Business
50
NAPABLACKBOOK2023
83