Northeast Retirement Service

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69 Cummings Park
Woburn, MA 01801
+1 (781) 938-9595
https://www.nrstpa.com

Northeast Retirement Services (NRS), founded in 1999 and a wholly owned subsidiary of Community Financial System Inc., specializes in providing customized institutional services, including transfer agency, master trust, and fund-of-fund solutions. With a strong focus on client partnerships, NRS administers over $1.4 trillion in assets for more than 500 clients, delivering strategic solutions that reduce costs and complexity for institutional investors.

Combining deep ERISA expertise, exceptional client service, and proprietary technology, NRS serves a diverse range of clients, including asset managers, corporate plans, endowments, foundations, government plans, non-profits, and OCIOs. Their comprehensive offerings include institutional transfer agency, fund administration, fund unitization, participant accounting, and trustee fiduciary services, all designed to help clients achieve their goals while focusing on their core competencies.

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Northeast Retirement Services

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"Handled the administration of my former company's profit sharing plan. Despite correctly filling out the forms to roll over my profit sharing into a IRA, they cut me a check directly with the..."
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