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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.

- Comprehensive plan designs

- A full range of fiduciary solutions

- Robust investment selections

- Ongoing reviews for participants

- Education seminars and newsletters

- Liaison with service providers

 

THE GREYSTONE ANSWER

ATTRACT. RETAIN. THRIVE.
BY OFFERING EMPLOYEES A UNIQUE, ROBUST 401(K) RETIREMENT PLAN, YOUR JOB OF FINDING AND KEEPING THE BEST AND BRIGHTEST EMPLOYEES IS MADE A LOT EASIER. GREYSTONE FINANCIAL GROUP, LLC, IS PRIMED WITH A PROVEN PROCESS THAT WILL ASSEMBLE A COMPREHENSIVE QUALIFIED RETIREMENT PLAN THAT’S SPECIFICALLY DESIGNED FOR YOUR UNIQUE NEEDS. WE ARE COMMITTED TO SUPPORT YOUR QUEST TO BUILD AND HOLD ONTO YOUR MOST VALUABLE ASSET – YOUR WORKFORCE.
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IDENTIFY. PREPARE. FULFILL.

THE GREYSTONE 

VISION

WE WORK TIRELESSLY TO UNDERSTAND TODAY’S COMPLICATED WORLD OF FINANCE AND HOW IT AFFECTS OUR CLIENTS’ OBJECTIVES. WITH AN INTUITIVE AND DISCERNING PERSPECTIVE, GREYSTONE AIMS TO PROVIDE AN EXCEPTIONAL CONCIERGE EXPERIENCE. WE SEPARATE OURSELVES BY PROVIDING RETIREMENT PLANS THAT ARE SPECIFICALLY TAILORED TO HELP EMPLOYEES SUCCESSFULLY NAVIGATE EVERY LIFE STAGE.

CONNECT WITH GREYSTONE. WE WILL DEVELOP THE RIGHT PLAN, INVESTMENT SELECTION, ADMINISTRATION PROCESS, AND ONGOING EMPLOYEE EDUCATION FOR YOUR WORKPLACE.

  • Profit Sharing Plans

  • 401(k) Profit Sharing Plans

  • Safe-Harbor 401(k) Plans

  • Simplified Employee Pension Plans (SEP)

  • Age-Weighted/New Comparability Profit Sharing Plans

  • Cash Balance Plans

  • 403(b) Plans

  • Defined Benefit Pension Plans

  • SIMPLE IRA Plans

  • 457 Plans

 
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INQUIRE. SERVE. ACHIEVE.

THE GREYSTONE SOLUTION

AS A FIDUCIARY AND FEE ONLY REGISTERED INVESTMENT ADVISORY FIRM, OUR SOLE INTENTION IS TO BENEFIT OUR CLIENTS AND ACT IN THEIR BEST INTERESTS. WE WORK TO DELIVER UNIQUE INSIGHTS, ALWAYS KEEPING OUR EYES ON YOUR FUTURE SUCCESS.
  • Initial obligation-free consultation and evaluation

  • Objective recommendations and full disclosure of fees

  • Access to numerous institutional mutual funds as well as ETFs

  • Global competitive analysis of your current qualified retirement plan

  • Information on plans that may provide significant corporate tax advantages

 

THE GREYSTONE DIFFERENCE

CONNECT. ASSIST. ENLIGHTEN.
FREQUENT CHANGES IN THE REGULATORY ENVIRONMENT MAKE IT ESPECIALLY IMPORTANT TO CONSULT WITH GREYSTONE’S TEAM OF EXPERTS. TO HELP PLAN SPONSORS MANAGE THEIR FIDUCIARY OBLIGATIONS, WE PROVIDE A NUMBER OF FIDUCIARY SERVICES. WITH OUR COUNSEL, PLAN SPONSORS CAN REDUCE SOME OF THEIR FIDUCIARY RESPONSIBILITIES AND LIABILITY BY TRANSFERRING THOSE OBLIGATIONS TO THIRD PARTY SERVICE PROVIDERS.

CONCIERGE SERVICES

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

ON-GOING REVIEWS 

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

SHARE KNOWLEDGE

Smart employees make smart decisions. Greystone’s education programs offer timely, personalized information on investments, and other financial and investment-related topics..

THE RIGHT MIX

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.

MAINTAIN EQUILIBRIUM

By identifying ideal asset allocations and ranges of risk characteristics, our model portfolios monitor and rebalance, aiming for optimum performance.

PERSON-TO-PERSON

We will meet with program participants annually to keep them informed on key issues and developments, easing your task load and stress.