THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST

Plan Contact

  • Contact person: -C CIR(A R
  • Phone: (617) 578-3721

Plan General Information

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Total Retirement Plan Assets

At the end of 2008, the total retirement plan assets of THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is $158,500,788.00.This plan was established in 1942.

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Total Number of Retirement Plan Participants

At the end of 2008, the total number of retirement plan participants in THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is 3628

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Average Participant Retirement Account Value

In 2008, the average participant retirement account value for THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is $43,688.00

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Estimated Average Employee Contribution Amount

In 2008, the estimated average employee contribution amount per participant for THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is $707.00.

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Estimated Average Employer Match

In 2008, the estimated average employer match for an employee in THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is approximately $1,031.00
Investing in this additonal $1,031.00 for 20 years would give you extra $66,028.00, assuming a 10% annual return.

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Total Employer Contribution and Match Rate

In 2008, THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST allocates $3,743,012.00 to match its employees' contributions, providing an employer match rate of 291.76% of their contributions

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Total Retirement Plan Asset Growth Rate

In 2008, the total retirement plan asset growth rate of THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is -22.36%.

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2008, the estimated aggregate retirement account investment gain/loss for THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is -18.79%. This measures the effectiveness of the plan participants' investments in the year.

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST Expense Ratio

In 2008, the investment and administrative expense ratio of THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST is 0.00%.

Enrollment Features

THE NEW ENGLAND AGENTS RETIREMENT PLAN & TRUST has the following features:
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …