(503) 391-1040 | contactus@gnjcpa.com

Retirement Plan Servicing

Retirement & Benefits

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.

Annual Reporting
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.


Latest from Our Blog

Our New Website!

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...

Read More

qb-proadvisor-desktop qb-proadvisor-advdesktop qb-proadvisor-online qb-proadvisor-advonline qb-proadvisor-enterprise

Learn More

Help us. Help others.

Tell us about your experience with our firm.

Review Us