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978.777.6554

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Retirement Plan Research and Management Systems

We believe in employing a multi-faceting, research-based system to ensure that our clients receive the utmost accurate and detailed information about their 401k plan and options to improve it. Our approach allows us to deliver true, best-in-class reporting and due diligence. This affords our clients fiduciary protection, top-performing investment selections and superior participant services.

Morningstar is the unquestioned leader in investment portfolio analysis. Through our Advisor Workstation system, we are able to test the performance, style diversification, risk factors, fees and more for our asset allocation model offerings. For more information, see www.morningstar.com. 


eMoney is a comprehensive and scalable financial planning technology that empowers advisors to meet a broad range of planning needs for their clients.  For more information, see:  https://emoneyadvisor.com/about-us/

Over the last 30 years, the Nasdaq Dorsey Wright (NDW) Research Platform, managed account strategies, indexes, and team of analysts have created informed, ground-breaking conversations for advisors, investment managers and their clients.



As one of the nation’s largest provider of practice management resources for retirement plan consultants, RPAG works alongside Ipswich Bay Advisors to help empower and equip their practice with research, technology and delivery systems that produce measurable results. For you, it can mean the welcomed confidence of: 

  • 360° metrics on investment due diligence, plan compliance, and fee benchmarking
  • Shared knowledge and applied analysis
  • Non-alignment with any single plan provider for impartial, objective, and balanced advisory services

For more information, see https://rpag.com/. 


The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.


Contact

Ipswich Bay Advisors

Office: 978.777.6554

Fax: 978.777.6560

150A Andover Street

Suite 2

Danvers, MA 01923

Series 6, 7, 24, 26, 63, 66

rcella@ipswichfinancial.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and investment advice offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Ipswich Bay Advisors and LPL Financial are separate entities.  

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors.

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