Employer Retirement Plans

Greystone’s employer-sponsored plans offer retirement solutions based on both the employer and employee’s specific financial needs

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The Greystone Effect: Smart. Evolved. Straightforward.

When you partner with Greystone to handle the development and execution of your qualified retirement plans, you are able to use all of your time to your best advantage.

What we provide:
  • Comprehensive plan designs
  • A full range of fiduciary solutions
  • Robust investment selections
  • Ongoing reviews for participants

  • Education seminars and newsletters

  • Liaison with service providers

Employer / Employee Retirement Plans
  • 401(k) Profit Sharing Plans
  • 403(b) Plans
  • 457 Plans

  • Age-Weighted/New Comparability Profit Sharing Plans

  • Cash Balance Plans

  • Defined Benefit Pension Plans

  • Profit Sharing Plans
  • Safe-Harbor 401(k) Plans

  • SIMPLE IRA Plans

  • Simplified Employee Pension Plans (SEP)

Request Private Consultation
Greystone works as your single point of contact. We will be your liaison with plan service providers, administrators, recordkeepers, and payroll companies.

Your investment lineup is continuously monitored, noting all fluctuations in performance, composition, and strategies.

Smart employees make smart decisions. Greystone’s education programs offer timely, personalized information on investments, and other financial and investment-related topics.
We will analyze your specific needs and target recommendations that meet Section 404(c) requirements with the right mix of funds, ETFs and qualified default investment options.
By identifying ideal asset allocations and ranges of risk characteristics, our model portfolios monitor and rebalance, aiming for optimum performance.
We will meet with program participants annually to keep them informed on key issues and developments, easing your task load and stress.


Planning, saving, and protecting your retirement plan isn’t as simple
as 1-2-3, but Greystone is there to guide you every step of the way!

Choose the smartest retirement plan—for you

Greystone offers practical retirement plans that are perfectly attuned to you and your retirement goals.

Get on track with retirement savings

In your journey towards retirement, Greystone can help you devise sensible and rewarding retirement strategies.

Guard retirement assets from future turmoil

Greystone combines global vigilance with solid analytical skills to help you grow and protect retirement savings.

Why Work With Us?

What’s different about working with our team at Greystone? We’ve developed our own approach that helps us get to the heart of our clients’ financial concerns, now and in the future. We will start with the Greystone discovery process that helps identify important documents and information for analysis.

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