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

To discuss investment options at North Shore Bank, email  Janice Berner, reach out online or call (781) 876-4111.

For information about Baystate Finacial Services, CLICK HERE

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Baystate Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE. Members SIPC. Bank officers are not officers of MML Investors Services, LLC.