Retirement Services - Total Rewards - Newfront

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Retirement Services

In today’s competitive benefits landscape, robust 401k plans are more than an incentive—but rather a critical element of any benefits program. Exclusively dedicated to 401k and other defined contribution solutions, our Retirement Services team offers a wealth of expertise to help clients navigate the complexities of retirement planning with confidence and ease.

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Our Approach

Our consulting services deliver on every critical aspect of retirement planning—from program design to vendor management and more.

Customized Plan Design

We base our recommended plan design on a close assessment of your core objectives, corporate philosophy, employee demographics, recruitment landscape, and other key inputs.

Enhanced Client Support

We deliver concierge-level client service to simplify administration and give you and your team lift. This includes a dedicated conversions team for vendor transitions and strategic M&A, access to in-house subject matter experts for ERISA and compliance, and financial wellness.

Higher Employee Engagement

Our practice empowers clients with a range of financial literacy and investment education programs to help onboard employees and help them make more informed decisions about their retirement planning.

A Plan That Grows with You

We are well-versed in scaling retirement plans for high-growth companies. From startups in the seed phase to enterprise market leaders, we ramp plans to match your growth trajectory.

The Newfront Difference

Comprehensive solutions

Exceptional Insight. Unmatched Client Service

With a deep bench of industry practitioners and subject matter experts, we bring a dynamic approach to investment and fiduciary oversight. With data-driven insight and custom benchmarking, we’ll help you craft a full-service retirement program.

Subject matter expertise

Trusted Guidance

We’ve invested in deep expertise in all the areas that are critical to plan success. We speak the language of 401ks so you don’t have to. Our service team expertise includes:

Thought leadership

401(k)ology with Joni Jennings

Retirement Services’ in-house ERISA specialist and Chief Compliance Officer Joni Jennings knows more about 401(k) compliance and SEC reporting than anyone on our staff. She is a CPC, CPFA®, and NQPC™, and her ERISA knowledge is superb. With 30+ years of ERISA compliance experience, Jennings brings real value to sponsors of qualified retirement plans by offering compliance support to our team of advisors and to our clients with regular client webinars and deep-dive blog posts. She specializes in IRS/DOL plan corrections for 401(k) plans, plan documents and plan design. Joni’s regular series, “401(k)ology” can be found on our marketing insights blog.

Thought leadership

Financial Fitness with Newfront

We’re proud to offer comprehensive in-house Financial Wellness services dedicated to supporting organizations with strategic financial wellness initiatives. By focusing on employee education and retirement plan engagement, our financial wellness offerings help foster a more financially confident and informed workforce. With deep expertise in employer-sponsored retirement plans—particularly 401(k)s— our Financial Wellness services provide guidance on investment fundamentals, tax-advantaged savings strategies, and overall plan optimization to help drive better outcomes for both employers and employees.

Leaning into Hi-Tech Solutions

Artificial Intelligence

We are building custom AI applications to improve clients' and participants' experience with their benefits solutions

Benchmarking

Not all benchmarking is created equal. Our tech capabilities enable us to create hyper-targeted and company-specific insights to optimize plan design and maximize recruitment and retention outcomes.

Simplified Administration

We create custom content and tailored workflows to support client deliverables and to put 401k plans into digestible formats

By the Numbers

From our depth of domain expertise to our uncompromising client service, Newfront Retirement Services delivers the plans and support our clients need.

$33B

in assets under advisement

500+

clients served

75+

public companies under management

31

person dedicated service team

Newfront Leadership

OpenBioOverlay for Greg Kaplan, CFA

Greg Kaplan, CFA

Head of Retirement Services

OpenBioOverlay for Ted Wilson, CFA

Ted Wilson, CFA

Investment Committee Lead

OpenBioOverlay for Joni Jennings

Joni Jennings

Chief Compliance Officer

OpenBioOverlay for Chris Call, CFP

Chris Call, CFP

Head of Thought Leadership

OpenBioOverlay for Cynthia Eickhoff

Cynthia Eickhoff

Vice President, Operations

OpenBioOverlay for Sarah Schwartz

Sarah Schwartz

Head of Financial Wellness

OpenBioOverlay for Jenn Sommerville

Jenn Sommerville

Manager, Client Success

Key Services

View Our Areas of Expertise