• Greenlight Retirement Plan Consultants, LLC

    We provide investment expertise to retirement plan administrators and fiduciaries.

  • Introduction

    - Are your organization's retirement plan fees too high?

    - Are the investment options competitive in the industry?

    - Are you not sure?

    - At Greenlight RPC we have the expertise, experience, and independence to help you today!

    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 RPC, we are that independent professional.

     

    We start by doing a thorough and complimentary cost and investment analysis of your organization's current plan.

     

    After we present our findings, you can then decide if you would like to hire us as your consultant to help you with your ongoing fiduciary duties.

     

    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. In his career, 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.

     

    Currently, in addition to running his investment consulting firm, Ian is an adjunct Professor of Finance at Central Connecticut State University and founding steering committee member of the CT Professionals Leadership Academy.

     

    For a full Bio, click here.

     

    Why Use Greenlight RPC?

    A prudently managed and monitored retirement plan is in everyone’s best interest.

    Becoming a fiduciary for your organization's retirement plan is a great responsibility. Many plan sponsors rely on their record keeper for all their retirement plan information. This may work well for a lot of administrative information. However when it comes to fees and the quality of investments, the potential for a conflict of interest between the client and the record keeper makes it unwise to rely on record keeper information alone.

     

    The potential downside of an improperly managed plan can be very costly to both the employees and the employer and potentially put you and your employer in legal jeopardy.

     

    Market watch: 401(k) lawsuits are surging. Here is what it means for you.

     

    Retirement plan lawsuits generally fall into three categories:

    - Excessive fees.

    - Improper investments.

    - Self-dealing (often the result of relying on advice that is not independent).

     

    Lawsuits in the non-profit market space (403(b) and 457 plans) are on the rise as well, as 20 well-known universities and many others are increasingly finding out.

     

    Investment news: University of Chicago settles 403(b) lawsuit for $6.5 million

     

    The U.S. Department of Labor ("DOL", see: www.dol.gov. “Meeting Your Fiduciary Obligations” under Publications, PDF here) 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.

    First Step

    Contact Us

    Click here to set up a free, 30 minute phone consultation of your plan essentials. Every plan is different and has its own unique requirements.

     

    If you are interested, we would follow up by doing a thorough and complimentary cost and investment analysis of your organization's current plan. After we present our findings, you can then decide if you would like to hire us as your ongoing investment consultant.

     

    Contact us or click here to set up a 30 minute consultation to discuss your needs.

     

    Together we can do what is best for your organization and your organization's most valuable asset: its people.

  • Contact Us

    Send us an email at info@GreenlightRPC.com,

    Click here to set up a 30-minute consultation,

    or call us at (860) 461-1124 to get started.

    West Hartford, CT 06117
    860-461-1124