Retirement

If you are a business owner or responsible for an employer-sponsored retirement plan, NexTier offers a powerful lineup of retirement solutions and services. We combine our local administration, fiduciary and investment expertise with the product platforms of some of the nation’s finest retirement plan service providers.

Retirement Plan Options Determining the ideal retirement plan for your organization takes a good deal of knowledge, experience and understanding of your objectives. We’ll help you sort through your choices and give you the latest information on taxes and other rules that may influence your decision. Even if you have an established plan, our retirement experts welcome the opportunity to provide a second opinion on your plan’s cost and performance.
Plan Administration Our plan administrators will be your day-to-day contact, act as a liaison with the plan provider and serve in an oversight capacity. With our extensive knowledge of plan operations, you can be confident that your plan complies with all applicable rules and regulations.
Investment Options Our portfolio management team works closely with you to identify and monitor investment choices within the plan. We meet with you and plan participants regularly to provide education, increase participation, and review plan results.