“Newlight Financial made shopping for a new 401k plan much easier. They took the time to understand our corporate culture and helped us to find the best plan to suit our needs. Their approach to education and concentration on elevating the level of knowledge of our employees made me feel very comfortable as a plan sponsor. We are glad to be partnering with Newlight for our 401k needs.”

Director of Human Resources

“We recently changed out 401k platform and Newlight Financial was very helpful in guiding us in selecting a plan design that was a great fit for our employees. They also followed up and helped us right through the conversion process. They were very diligent with meeting with our employees and explaining and reviewing their investment options.”

Timothy Rowe
Vice President/Trustee

“Newlight Financial was very helpful in finding the right retirement plan for our company and guiding us with our financial goals. We set up a Simple IRA with Newlight several years ago when we first started the company. This year we moved to a Safe Harbor 401k to increase our retirement options. The paper work was more that I expected, but Newlight Financial was there to help with the entire setup process. They have helped our company in retirement planning and with employee’s personal investments. They clearly explain investment options and spend time to review each employee’s portfolio. We have worked with other financial advisors, but Newlight is always there to give honest and personal service.”

David W. Kaiser
President