Cooperative Bank Emp Retiremnt

401kQuote.com, based in Norwood, MA, was established in 2000 to support 401(k) Plan sponsors and participants in achieving their retirement objectives. The company offers 3(38) and 3(21) Fiduciary services, led by President Thomas Lanahan, a Certified Employee Benefit Specialist and Accredited Investment Fiduciary with extensive financial registrations. Specializing in assisting Plan Sponsors in enhancing service, investment, and expense levels, 401kQuote.com provides tailored 401(k) plan quotes for those considering transitioning systems. The team ensures ongoing monitoring of plan Investment Performance through the Fiduciary Investment Reporting Monitoring (FiRM) system, combined with dedicated local service for continuous support. With a focus on maximizing existing retirement plans, the company offers valuable recommendations to improve current plans without necessitating a change in 401(k) vendors. 401kQuote.com's mission is to empower 401(k) plan sponsors with the tools and guidance needed to enhance their retirement offerings and secure financial futures for participants. Generated from the website content

The Colony Group, based in Newton Center, MA, is a leading financial services firm specializing in reimagining the family office for clients of all wealth levels. Offering a comprehensive range of services including wealth management, investment strategies, sustainable investing solutions, tax planning, and business management, The Colony Group's team of financial specialists aims to help clients achieve financial independence and maximize their income and wealth through their expertise and personalized approach. Generated from their business information

Sterling Financial Group, located in Newton Center, MA, is a financial services firm that specializes in providing comprehensive solutions to meet the diverse needs of its clients. The company emphasizes the importance of modern technology in its operations, requiring users to enable JavaScript for optimal functionality. The firm is committed to delivering personalized financial advice and services tailored to individual goals. With a focus on client satisfaction, Sterling Financial Group aims to build lasting relationships based on trust and expertise. Generated from the website