As the firm’s partner, Kristie’s responsibilities include driving the firm’s strategic initiatives, assessing organizational and employee performance, and identifying and implementing firm wide growth and improvement opportunities. As the director of the firm’s Employer Retirement Plans division, Kristie leads a group of advisors and analysts, instilling in her team an unmatched passion, dedication and genuine care for our clients. Kristie is a recognized retirement plan expert frequently invited to speak at conferences and corporate events.
As the firm’s managing partner, Todd’s responsibilities include working with the executive team to set organizational goals, reviewing business financial activities, overseeing daily business operations, implementing and reviewing policies and procedures, and collaborating with employees for a better client experience. Todd strives to help our clients achieve peace of mind by alleviating their financial stress.
What information does the 401(k) Plan Benchmark require?
To benchmark your businesses’ 401(k) plan we need your plan sponsor's name (company name) and the name of the plan.
How long will I have to wait for the 401(k) Plan Benchmark?
You will receive your 401(k) Plan Benchmark in your call with a Greystone Financial partner.
How much does it cost?
The Greystone Financial 401(k) Plan Benchmark is completely free with no obligation.
What if my 401(k) Plan Benchmark shows a Red Light in the optimal diversification section?
This will be taken care of in your meeting with Kristie or Todd who will provide you with the necessary guidance to understand this part of the report.
We can help reduce the time you spend managing your 401(k) plan so you can focus on running your business.
Our hands-on, white glove approach to managing your 401(k) plan ensures you have a strong relationship with your advisor and can reach them without dialing a 1-800 number.
Our calculated risk management and liability planning helps keep you informed, protected, and in compliance.
We provide your 401(k) plan participants with reliable and informative education regarding their contributions and benefits of participating in an employer-sponsored 401(k) plan.