
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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Northeast Retirement Services (NRS), founded in 1999 and a wholly owned subsidiary of Community Financial System Inc., specializes in providing customized solutions to asset managers and asset owners. With over $14 trillion in assets administered for more than 500 clients, NRS offers a comprehensive range of institutional transfer agency services, master trust and plan accounting, and fund of fund solutions.
In an increasingly complex financial landscape, NRS delivers specialized institutional services that enable firms to concentrate on their core competencies while protecting margins. The company combines in-depth ERISA expertise, outstanding client service, and proprietary technology to meet the diverse needs of the institutional marketplace.
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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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