explore the tools
we offer

retirement plan
consulting

Imagine exceeding all expectations for your organization’s retirement plans! Rely on our experts to customize strategies that create value-based solutions for your organization’s future that compensate and retain your top‑level people.

We provide knowledgeable and objective guidance that helps you to mitigate risk, meet your fiduciary responsibilities, and use innovative and tax-advantaged ways to fund those plans throughout the life of the program.

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Couple reviewing their deferred income results and updating preferences.

compensation consulting

When it comes to compensation in the financial industry, what you want is expert guidance and innovative and creative choices. We have that and much more!

Our compensation specialists thoroughly understand creating strong incentives that promote longevity and we offer exclusive, proprietary solutions to get you there. With deep knowledge and compensation expertise, we bring the tools you need to attract and retain superior leadership – from top executives to premier board members.

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Group discussing compensation advising with a Newcleus advisor.

benefit consulting

Is your compensation plan plagued by retirement income shortfalls? Let Newcleus develop exemplary strategies that provide not only meaningful incentives that generate income for the bank or credit union, but also contribute tax-advantaged benefits to attract top executive talent.

 

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HR Representative discussing benefits options with their Newcleus advisor.

deferred compensation
plan consulting

Stay ahead of industry trends and developments and don’t risk your best leadership people in today’s highly competitive market.

If you want an encyclopedic knowledge base on deferred executive compensation in the banking industry, then trust Newcleus to provide the strategy, implementation, and administration you want to develop effective non-qualified plans that exceed compliance requirements.

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Newcleus advisors discussing retirement plan consulting opportunities.

fiduciary consulting

Partner with Newcleus’ specialized team of professionals on short and long-term plans and investment strategies that exceed fiduciary standards while meeting reporting and oversight requirements.

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institutional trustee
consulting

Our extensive background in banking has prepared us to provide our expertise and support to institutional or corporate trustees. Whether investing trust assets or maintaining the recordkeeping required, Newcleus has the breadth of experience and the technology infrastructure to exceed the trustee’s needs.

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Board members discussing compensation strategies.