Northeast Retirement Services

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Description

  • Northeast Retirement Services, LLC (NRS), provides trust administration. Our teams deliver custom solutions for nonprofit organizations, retirement plans and investment managers. Our subsidiary, Global Trust Company, provides fiduciary services for collective investment trusts and other products.NRS software and business solutions are proprietary. Our software engineers are located on site. Our designers are recognized for their expertise in recordkeeping, plan accounting, investment product administration, fiduciary oversight and platform interconnectivity. NRS can refine your business processes and tailor your software in real time, crafting a unique solution that gives you a competitive edge. Our products include an open architecture Custom Target Date Fund solution. It handles multi-level allocations, multi-class structures, unitization, and platform connectivity. It delivers a robust rebalancing option. Our software and secure web-portals connect investment managers, custodians, trading platforms, recordkeepers, and plans.NRS transfer agent solution offers superior service and support across all related activities. For nonprofits, our sub-endowment accounting design meets the demands of UPMIFA. For retirement plans, we offer a 401K solution as a TPA. With more than 500 clients and $1T USD in assets under administration, NRS is eager to build a solution for you. NRS is a member of the Benefit Plans Administrative Services, Inc. (www.bpas.com) family. BPAS is a subsidiary of Community Bank System, Inc. (NYSE: CBU).Please contact Ken Grant, Chief Officer, Corporate Development, at 781-970-5017 or kgrant@nrstpa.com.
  • location

    Headquarters:12 Gill Street Suite 2600, Woburn, Massachusetts, United States

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  • Northeast Retirement Services phone

    Phone Number: +1 781-970-5017

  • Northeast Retirement Services website

    Website: https://www.nrstpa.com

  • Northeast Retirement Services employees

    Employees:62

  • Northeast Retirement Services revenue

    Revenue:$10 - 50M

  • Northeast Retirement Services legal name

    Legal Name:Northeast Retirement Services

  • Northeast Retirement Services's Social Media

    Northeast Retirement Services linkedin
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  • |  NAICS Code: 524210  |

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Person level website identification

Executive Vice President - Chief Business Officer for Northeast Retirement Services

Frank Lallos

Executive Vice President - Chief Business Officer

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Frank Lallos

Executive Vice President - Chief Business Officer

Chris Ellis

Chief Financial Officer

Don Doherty

Senior Vice President, Director Of Business Development

Eric Hampe

Vice President Of Software Development

Marty Griffin

Vice President Operations At Northeast Retirement Services

Frequently Asked Questions regarding Northeast Retirement Services

  • Where are Northeast Retirement Services's Headquarters?

    Northeast Retirement Services's Headquarters are in 12 Gill Street Suite 2600,Woburn,Massachusetts,United States

  • What is Northeast Retirement Services's phone number?

    Northeast Retirement Services's phone number is +1 781-970-5017

  • What is Northeast Retirement Services's official website?

    Northeast Retirement Services's official website is https://www.nrstpa.com

  • What is Northeast Retirement Services's Revenue?

    Northeast Retirement Services's revenue is $10 - 50M

  • What is Northeast Retirement Services's NAICS code?

    Northeast Retirement Services's NAICS code is 524210

  • How many employees are working in Northeast Retirement Services

    Northeast Retirement Services has 62 employees

  • What is Northeast Retirement Services's Industry?

    Northeast Retirement Services is in the industry of Financial Services

  • Who is Northeast Retirement Services's Executive Vice President - Chief Business Officer?

    Northeast Retirement Services's Executive Vice President - Chief Business Officer is Frank Lallos

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