Retirement Plan Selection
Properly structuring retirement savings can lead to significantly higher after-tax wealth accumulation. At Green Newton Jamison we can recommend the right plan to fit your needs. For qualifying business owners starting a new plan, we can offer a seamless setup of the selected plan by Green Wealth Management.
Certain employee benefit plans are required to file form 5500 annually to report the activity of the plan during the reporting period. At Green Newton Jamison we coordinate with the plan’s record keeper and plan designer to ensure timely and accurate filing.
Green Newton Jamison is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.
Take a moment to look around...