Green Wealth Management

Memberfy

Green Wealth Management's Wealth Advisory Services

At Memberfy, we understand the challenges of navigating the insurance landscape. As a nationwide broker agency, we provide innovative, cost-effective benefits and solutions designed to meet the needs of both employers and employees. Read below to learn about Green Wealth Management's financial advisory services. Contact us today to get started or learn more!


Green Wealth Management Group, LLC is an independent wealth advisory firm committed to assisting successful individuals, families, and business owners in planning for a prosperous financial future.

NUCA VOYAGER 401(k) Plan
Greenline Wealth ManagementNUCA

Join the NUCA VOYAGER 401(k) Plan

Cost-Effective. Flexible. Tailored for NUCA Members.

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Outsourced Plan Administration

Delegate all plan administration and compliance responsibilities to experienced professionals, Nova TPA. Have the experts at Nova manage compliance, fiduciary responsibilities, and administrative tasks, ensuring seamless plan management.

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Voya as Recordkeeper

Leverage Voya's innovative tools and resources for participant engagement and seamless retirement management.

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Potentially Lower Costs

Unlock savings through pooled resources, minimizing expenses for auditing, recordkeeping, and plan-related services.

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Plan Flexibility

Retain autonomy over crucial aspects such as eligibility, pre-tax/Roth options, employer contributions, and vesting schedules.

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Dedicated Financial Expertise

Empower your employees with Greenline Wealth Management's expert financial advisors, providing tailored retirement guidance.

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Payroll Integration

Streamline the administration of your retirement plan with seamless payroll system integration. Automating contribution processing reduces errors, enhances efficiency, and simplifies compliance with federal regulations. Whether you use a small business payroll provider or a national solution, the NUCA VOYAGER 401(k) Plan adapts to your system for effortless reporting and plan management.

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Sign & File Form 5500

Ensure full compliance by having Nova TPA handle the preparation, signing, and filing of your Form 5500, reducing administrative burdens and keeping you compliant with federal reporting requirements.

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Dedicated Relationship Manager

Enjoy personalized support with a dedicated relationship manager who understands your business and is available to address your plan's unique needs, goals, and challenges.

Compliance

Full Compliance Support

Receive expert guidance and comprehensive support to ensure your plan meets all regulatory requirements.

Investment

Access to Institutional Investment Options

Benefit from low-cost, high-quality institutional investment options to maximize returns for participants.

Audit

Reduced Audit Costs

Take advantage of significantly reduced audit costs, well below standard market rates.

Why Choose the NUCA VOYAGER 401(k) Plan?

  • Designed for NUCA members.
  • Supported by trusted partners: Nova TPA and Voya.
  • Expert financial guidance from Greenline Wealth Management.
  • Streamlined onboarding and ongoing management.
  • Fully integrated payroll capabilities to simplify plan contributions.
  • Reduced fiduciary risk for plan sponsors.
  • Full compliance support and signage of the Form 5500 filing.
  • Outsourced plan administration and compliance.
  • Access to institutional low-cost investment options.
  • Reduced audit costs well-below market rates.

Ready to Enhance Your Retirement Offering?

Contact Greenline Wealth Management Today!

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