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The Retirement Planning Company of New England
The firm was established to address the retirement plan needs of businesses in the New England region, offering plan design, compliance, and fiduciary...
The Retirement Planning Company of New England
The firm was established to address the retirement plan needs of businesses in the New England region, offering plan design, compliance, and fiduciary advisory services directly to plan sponsors. Its service model centers on ERISA-governed qualified plans, primarily 401(k) and profit-sharing structures. The firm provides investment management and third-party administration, acting as a bundled provider for companies seeking a single point of contact for their retirement benefit obligations. The firm's investment approach relies on building prudently diversified fund lineups for each plan, typically using no-load institutional mutual funds and, where plan size permits, lower-cost collective investment trusts. Plan sponsors delegate investment selection and monitoring to the firm, which structures model portfolios aligned with standard 401(k) menu architecture — target-date fund series, passive core options, and a limited set of actively managed satellite funds. The firm does not appear to advertise independent wealth management for individuals outside the employer-sponsored plan context. Headquartered in Burlington, Massachusetts, the firm serves plan sponsors concentrated in the Greater Boston and New England commercial corridor. It operates as a local incumbent in the competitive corporate retirement plan market, facing regional wealth management practices, national recordkeeping platforms, and payroll-integrated providers like Paychex and ADP. The firm's scale is consistent with a boutique RIA focused on capturing a niche share of the small-plan market, where assets under administration per engagement typically range from a few million to several tens of millions of dollars. The firm's structural shape is that of a specialist RIA, not a diversified wealth management practice. It selects the retirement plan vertical as its exclusive domain. That narrow focus creates a moat in ERISA regulatory expertise and vendor management among local plan sponsors who prefer a designated fiduciary over a large, multi-service brokerage platform. Succession risk remains opaque; the firm's website provides no public roster of named investment committee members or principals.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Burlington
Corporate office
Burlington, MA, United States
Frequently asked questions
Who runs investment decisions at The Retirement Planning Company of New England?
The firm operates through an internal investment committee, which maintains discretion over fund selection and model portfolio construction for its retirement plan clients. No individual portfolio managers are publicly named, as is common for this class of regional plan-focused RIA. Plan sponsors hire the firm as a 3(38) or 3(21) fiduciary, depending on the engagement, delegating investment responsibility at the entity level.
How does the firm differ from a national retirement plan provider like Fidelity or ADP?
As a local Massachusetts-based RIA, the firm acts as a fiduciary intermediary between plan sponsors and national recordkeepers and custodians. Unlike bundled providers that are the recordkeeper themselves, The Retirement Planning Company of New England can select the recordkeeping platform independently and negotiate pricing on the plan sponsor's behalf. Its value proposition rests on local service and independent, conflict-free fund selection rather than captive distribution of proprietary funds.
Does The Retirement Planning Company of New England manage individual wealth outside of employer retirement plans?
The firm's public-facing materials focus exclusively on institutional retirement plan advisory and administration. No retail or private wealth management services are advertised for individual employees or high-net-worth clients. Plan participants receive education and managed account services only within the context of their employer's sponsored plan.
Which retirement plan types does the firm service?
The firm services ERISA-qualified defined contribution plans, predominantly 401(k) and profit-sharing plans. Given its small-to-midsize employer focus, the firm likely also administers Safe Harbor 401(k) designs and SIMPLE IRAs for very small sponsors, though its product coverage is not publicly itemized beyond qualified plan references.
Is the firm open to acting as a fiduciary co-investor or limited partner in alternative assets?
The firm's stated model revolves entirely around liquid mutual fund and collective trust lineup management for defined contribution plans. There is no public indication of participation in private equity, venture capital, hedge fund commitments, or direct real asset co-investments. Its posture is institutional plan design and monitoring, not alternative asset allocation.
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