May 21, 2013 8:43 PM ET

Diversified Financial Services

Company Overview of Northeast Retirement Services, Inc.

Company Overview

Northeast Retirement Services, Inc. provides administration and processing solutions for employee benefit plans and charitable programs. Its administrative services include retirement plans with access to any mutual fund, integrated custodial and trust platforms, Internet and voice access, money purchase and employee stock ownership plans administration, benefit plans and actuarial services, accounting for endowment administration, charitable trust administration, and spending account administration. The company's specialized services include plan design/plan termination, actuarial consulting, and planned giving. Its customers include brokers, advisors, and financial services firms. Northeas...

Detailed Description

69 Cummings Park

Woburn, MA 01801

United States

Phone:

781-938-9595

Fax:

781-935-5059

www.nrstpa.com

Key Executives for Northeast Retirement Services, Inc.

President
Senior Vice President
Senior Vice President
Age: 62
Compensation as of Fiscal Year 2012.

Northeast Retirement Services, Inc. Key Developments

Old Mutual Asset Management and Northeast Retirement Services Announce a Strategic Transfer Agent Outsourcing Relationship
May 7 13

Old Mutual Asset Management announced that one of its wholly-owned subsidiaries, Old Mutual Asset Management Trust Company has entered a multi-year strategic outsourcing agreement with Northeast Retirement Services (NRS). Under the agreement, NRS will provide a full range of middle office services including institutional transfer agency for commingled investment funds managed by OMAM affiliates. The new partnership provides OMAM the opportunity to expand its collective investment trust product range and further access the growing DC marketplace.

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Recent Private Companies Transactions

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No transactions available in the past 12 months.
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