MA 401(k) CORE Plan

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  • Financial Advisors & Services
255 Bear Hill Road
Waltham, MA .02451
(617) 510-4036

About Us

We offer a 401(k) Retirement Plan specifically designed for nonprofits in Massachusetts, where the Office of the State Treasurer, as Plan Sponsor, provides fiduciary and administrative oversight to re

  • About

    We offer a 401(k) Retirement Plan specifically designed for nonprofits in Massachusetts, where the Office of the State Treasurer, as Plan Sponsor, provides fiduciary and administrative oversight to re

  • Highlights

    • Built for you - for small nonprofits.
    • Fiduciary responsibility transferred off of your plate and over to the Commonwealth..
    • Recordkept by, Empower-Retirement, an industry leader.
    • Enjoy low annual fees and low expense ratios.
    • Ask if you are eligible to receive a discount.

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  • Whom to Contact

    • Ms. Lisa Cardinal
      Sales Director- Massachusetts
      Phone: (617) 510-4036
      Send an Email