NEWFRONT RETIREMENT SERVICES, INC.
SEC RegisteredRetirement Services
About the firm
Newfront's Retirement Services team is exclusively dedicated to 401k and other defined contribution solutions, offering consulting services that cover every critical aspect of retirement planning—from program design to vendor management. Newfront has officially joined WTW, combining a technology-native approach with global expertise to better serve clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized plan design, vendor management, concierge-level client support, ERISA and compliance expertise, fiduciary due diligence, vendor transitions for M&A, investment guidance, financial wellness programs, and employee financial literacy and investment education.
Who they serve
Clients ranging from startups in the seed phase to enterprise market leaders seeking robust 401k and defined contribution retirement plans as part of their benefits programs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Charitable Organizations | 106 | $1.0B |
383 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
22 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NEWFRONT RETIREMENT SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.