• Financial Advisors & Services
255 Bear Hill Road
Waltham, MA .02451
(617) 510-4036
  • 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 reduce the responsibilities of participating nonprofit employers across the state.
    The Massachusetts Defined Contribution CORE Plan ("CORE Plan") is a state-of-the-art multiple employer 401(k) retirement plan available to nonprofits in Massachusetts who have 20 or fewer W-2 employees at the time they join the Plan. The features of the CORE Plan provide you with the ability to focus your time and energy on the primary duties of your organization while offering an exceptional benefit to your employees:

    *Potentially lower cost for your organization
    *Oversight and fiduciary support from the Office of the State Treasurer
    *Straightforward administration for your benefits staff
    *Protections under ERISA for all participating employees

  • Whom to Contact

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