NPPG Plan Professionals specializes in pension consulting services for retirement plans, including employer-sponsored plans and pooled employer plans. NPPG Plan Professionals assists employers and plan participants with selecting and monitoring investment options, such as mutual funds, collective investment trusts, and adviser-managed accounts. The firm also recommends third-party money managers when appropriate to help align with investment goals. NPPG Plan Professionals operates primarily as an institutional-style retirement plan consultant, focusing on workplace retirement plans rather than individual retail wealth management.
Assets Under Management$6.3B
Clients64
Advisors2
Avg. per Client$98M
Avg. per Advisor$3.1B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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