North Shore Bank

Retirement Planning

Whether you’re decades or years from retirement, one thing is for certain, you need to have a plan. Luckily North Shore Bank and its strategic partner, Baystate Financial Services, can put you on the right track.

You can rely on the guidance you will receive from Baystate Financial Services to coordinate your retirement planning efforts. They will provide investment analysis and monitoring, plan design consulting and fee benchmarking. Their process-driven solutions help educate plan fiduciaries with their plan responsibilities, while guiding participants toward greater financial security.

Baystate Financial Services has expertise with many retirement plan programs, including:

  • 401(k) & Profit Sharing Plans
  • Cash Balance & Defined Benefit Plans
  • Solo K, SEP and SIMPLE Plans
  • Non-qualified Deferred Compensation, SERP and Executive Bonus arrangements

Contact Us Today

For more information or to discuss your investment options please contact our Financial Representatives,
Janice Berner or George Ellison Jr..

North Shore Bank is not affiliated with MSI Financial Services, Inc. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Securities and investment advisory services offered through MSI Financial Services, Inc. (Member SIPC) and a registered investment advisor. Products and services made available through MSI Financial Services, Inc.  are not FDIC/NCUSIF insured, not a condition of any bank service, not a deposit product, no bank/credit union/affiliate guarantee, no guarantee of insurance underwriter performance, may lose value, and the bank cannot condition an extension of credit on the purchase of an annuity or insurance product for the bank itself or one of its affiliates. L1016481624[exp0317][MA]