We have decades of experience helping clients to develop, implement and manage plans designed to fit their needs. Our dedicated experts provide ongoing support to optimize the benefit for each participant and maximize the value for each client.

Expert Advisors – Retirement specialists at The Bostonian Group work as independent, objective consultants, providing our clients the peace of mind of knowing that their plan is being supported by experienced professionals dedicated to its success.

Compliance and Fiduciary Support – Retirement Services at The Bostonian Group is a year-round job, not a part-time or annual event. Our clients are confident that their plans are always in compliance with ever-changing government regulations and, as Plan Fiduciaries, are always operating their plans with participant interests in mind.

Continuous Improvement – Our objectives are to constantly seek ways to improve our service and to maximize the value of our client's plans. We want our clients to know that they are receiving the best possible combination of services and price available in the market.

Peace of Mind
Every effort is made to make certain that clients continue to meet their fiduciary responsibilities. Investment options are continually monitored and evaluated, and clients kept informed of legislative and regulatory changes that could affect their plans.

A Successful Plan
Every client’s retirement plan is benchmarked to ensure it is up to market standards. We work to increase participation rates and maximize salary deferrals. Employees are encouraged to learn as much as possible about their plan; it is our experience that the more employees know, the more likely they are to take full advantage of their retirement benefits.

Ongoing Achievement
Responsive client services experts assure the continuing success of every retirement plan we support. Our consultants work closely with clients to maximize plan participation using proven communication and employee education techniques. We negotiate reasonable fees and expenses and ensure that each plan offers a broad range of top-performing, quality investment options.

Strategy, Tactics and Execution
We provide clients the hands-on approach of traditional brokers combined with the strategic thinking of consultants. As a result, we deliver complete retirement plan solutions aligned with your business strategy.

For more information about our Retirement practice, call us today at 617-587-2300.