Greenlight Retirement Plan Consultants, LLC
Greenlight Retirement Plan Consultants, LLC
Introduction
About Us
We help Plan Fiduciaries save time and money!
Greenlight Retirement Plan Consultants ("Greenlight RPC") is dedicated exclusively to helping Plan Administrators and Plan Fiduciaries (our clients) manage their organization's retirement plan.
The U.S. Department of Labor requires an expertise in investments to meet your fiduciary obligations. If your organization lacks that expertise, the DOL advises that you hire an independent professional.
At Greenlight, we are that independent professional.
Contact Us today or click here to schedule a free, 30-minute consultation.
What We Do
We provide independent and objective information, education, and advise.
- We save our clients time by providing you with all the information you require to make the best investment decision on behalf of plan participants in a concise and actionable format.
- We save our clients money by analyzing current costs, researching more cost effective alternatives, and recommending appropriate changes.
- We help protect plan fiduciaries from liability stemming from inappropriate investments and excessive fees.
- We do this by:
- Providing ongoing investment monitoring services.
- Creating detailed reports and documentation.
- Providing ongoing advise, deliberation and education.
- And implementing best industry practices.
Contact us today to learn more about how we can help you and your organization.
Who We Are
Extensive experience
Greenlight RPC was founded by retirement plan investment expert Ian Green. Ian is a CFA charter holder and a Subject Matter Expert (SME) in the field of retirement plan cost analysis and mutual fund investment due diligence.
Formerly the Director of Investment Strategies at Voya Financial (formerly ING)’s Institutional Investment Client Services Group, he has over 15 years of experience creating and analyzing retirement plan investment lineups.
Ian has created hundreds of custom fund lineups for Corporations, Universities, Cities, States, and other Institutional Retirement Plan clients nationwide, ranging in size from several million to several billion dollars.
Ian also created the quarterly Voya Financial home-office “Model Portfolios” that were then sold by hundreds of financial advisors and used by thousands of clients in the Corporate, Government, Education and other Non-Profit markets.
In addition, Ian has performed in-person due diligence on hundreds of investment strategies with the investment specialists from most of the country’s elite investment management firms.
Through his years of experience, Ian is intimately familiar with fees, revenue sharing arrangements, hidden costs and other aspects of retirement plan investing and will openly share those insights and knowledge with clients.
For a full Bio, click here.
Why Use Greenlight RPC?
A prudently managed and monitored retirement plan is in everyone’s best interest.
- Outsource your fiduciary investment obligations under ERISA 3(38).
- Avoid conflicts of interest.
- Monitor and benchmark the fees and the quality of investments.
- Help avoid litigation.
Market watch: 401(k) lawsuits are surging. Here is what it means for you.
The U.S. Department of Labor ("DOL") requires an expertise in investments to meet your fiduciary obligations. If your organization lacks that expertise, the DOL advises that you hire a professional.
At Greenlight RPC, we have the professional expertise and experience to help you create a diversified and well-managed retirement plan with clear deliberation and meticulous documentation in place for meeting your legal fiduciary obligations.
Next Steps
Contact Us
Together we can do what is best for your organization and your organization's most valuable asset: its people.
