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Plan Sponsor
GreenShields Capital LLC, a Registered Investment Advisor (RIA) is doing business as GreenShields Plan Advisory Services. GreenShields Plan Advisory Services serves as the ERISA 3 (38) Investment Manager for plans and participants. Under this capacity, the Advisory Service has full discretionary powers for selecting and monitoring investment options.
We understand the importance of employee retention and providing them with effective 401K saving options. We coordinate with human resources to create a tax efficient savings program; as well as, assist participants to achieve their retirement goals through premium 401K options.
Plan Perspective
The plan advisor diligence takes on multiple factors. Many factors must be considered in making appropriate fund selections including portfolio managers, fund objectives, performance, expenses involved and other such considerations.
Participant Level
It is important for an employee to have proper investment and effective tools and resources to make prudent decisions for their retirement. Through the guidance and resources of our experienced advisors, employees may capitalize and utilize our services.