Ian Green, CFA®
Independent Financial Guidance for Your Organization's Retirement Plan
Offering objective education and insights to help you make informed, strategic decisions about your retirement plan's oversight and investments.
Invest in Your
Our Why
At our core, we believe in leveling the playing field for retirement plan sponsors by providing the same knowledge and insights traditionally reserved for large financial institutions. With over 25 years of experience, we understand the complexities of retirement plan investments, fees, and fiduciary responsibilities. Our mission is to empower companies and non-profit organizations to make informed decisions that benefit their plan participants, while maintaining proper oversight and governance.
Get to Know Us
Ian Green, CFA®
Institutional Investment Advisor
Meet Ian Green: Your Committed Partner in Retirement Plan Consulting
Ian Green is a CFA® charter holder and a Subject Matter Expert (SME) in the field of retirement plan cost analysis and mutual fund investment due diligence. With over 25 years of experience, Ian has worked extensively with corporations, universities, and public institutions, providing them with expert guidance on retirement plan design and oversight.
Before founding his own investment consulting firm, Ian served as the Director of Investment Strategies at Voya Financial (formerly ING), where he was responsible for creating and analyzing retirement plan investment lineups. During his time at Voya, he developed hundreds of custom fund lineups for organizations nationwide, ranging from several million to several billion dollars in assets. He also created quarterly “Model Portfolios” used by financial advisors and thousands of clients across various markets, including corporate, government, education, and non-profit sectors.
Ian has a hands-on approach to consulting, having performed in-person due diligence on hundreds of investment strategies in collaboration with top-tier asset management firms. His deep understanding of fees, revenue sharing arrangements, and hidden costs makes him a valuable resource for organizations seeking to optimize their retirement plans and mitigate fiduciary risks.
In addition to his consulting work, Ian is committed to education and leadership. He holds a Master of Science in Finance from Boston College and is a former adjunct Professor of Finance at Central Connecticut State University, where he shared his knowledge with future financial professionals. He is also a founding member of the Connecticut Professionals Leadership Academy’s steering committee, a program that fosters cross-professional leadership development in fields such as law, architecture, and finance.
Ian’s personal mission is to level the playing field for retirement plan sponsors, equipping them with the same knowledge and tools that large financial institutions have access to. By simplifying the complexities of retirement plan management, he helps organizations make informed decisions that benefit both their participants and their fiduciary responsibilities.
When he’s not working with clients or teaching, Ian remains involved in the financial community as Vice President and Board Member of the CFA Society Hartford. He also enjoys staying active through tennis, golf, yoga, and mountain biking, and cherishes time spent with family and friends.
Our Services
Our Process
We follow a thorough, collaborative process to ensure your organization’s retirement plan is well-designed, cost-efficient, and aligned with fiduciary responsibilities. Here’s how we work with you:
Do Our Values Align?
Building Partnerships Based on Shared Values and Long-Term Growth
At our core, we value long-term partnerships built on trust, education, and a shared commitment to excellence in retirement plan management. Our ideal clients are organizations and plan sponsors who are dedicated to upholding fiduciary standards, seeking transparent, objective advice, and striving to improve the financial well-being of their plan participants.
Our Ideal Client:
- Fiduciary-Minded and Responsibility-Focused
Our clients understand the weight of their fiduciary duties and are committed to ensuring their retirement plans serve the best interests of their participants. They prioritize compliance, proper oversight, and seek to mitigate risks associated with plan governance. - Proactive and Open to Continuous Improvement
Clients who partner with us are not looking for a “set it and forget it” approach. They are engaged in the continuous evaluation and improvement of their retirement plans, seeking ways to optimize performance, reduce fees, and stay aligned with industry best practices. - Seeking Independent and Objective Advice
Our clients value transparent advice free from product sales pressure. They appreciate that we act as an independent guide, offering tailored recommendations based solely on the needs of their organization and participants. - Cost-Conscious and Value-Oriented
We work with organizations that understand the importance of balancing cost-effectiveness with plan quality. They are open to fee benchmarking, cost analysis, and making strategic adjustments to improve their plan’s value without sacrificing participant outcomes. - Committed to Participant Education and Wellness
Our ideal clients are not only focused on managing the plan effectively but also on empowering their participants through education and wellness programs. They believe in helping employees make informed financial decisions and improving overall retirement readiness.
Insights & Market Commentary
FAQ's
What is an independent retirement plan consultant, and how can they help our organization?
An independent retirement plan consultant offers advice and guidance, helping organizations navigate the complexities of fiduciary responsibilities, investment monitoring, and plan design. Our role is to provide clear, objective advice without the pressure of product sales, ensuring that your plan aligns with both legal standards and the best interests of your participants.
How does your firm help with fiduciary governance and compliance?
We provide fiduciary training and ongoing education to ensure that plan sponsors understand and fulfill their fiduciary responsibilities. Our team also reviews and updates Investment Policy Statements, and helps mitigate risks related to plan management and compliance.
What services do you offer to help reduce retirement plan costs?
We conduct a thorough fee benchmarking analysis to evaluate the current costs of your plan. We also research cost-effective alternatives, such as more efficient recordkeepers or investment options, and provide actionable recommendations to reduce fees without compromising on plan quality.
How do you monitor and evaluate investments within our plan?
Our firm provides ongoing investment monitoring services, including performance reviews and manager/fund evaluations. We generate detailed reports to ensure that the investments within your plan remain aligned with its goals and participants' needs, adjusting the portfolio as needed to stay compliant and competitive.
Can you help our employees better understand their retirement plan options?
Yes. We offer participant education and wellness programs designed to improve financial literacy and help employees make informed decisions about their retirement. From plan enrollment to investment strategies, we help participants feel confident about their financial future.
Frequently Asked Questions
We understand that managing your organization’s retirement plan can be complex, which is why we’re here to help. Below are some frequently asked questions to provide clarity on our services and how we support our clients.
Invest in Your Future Today
Ready to Take the Next Step in Retirement Plan Oversight?
Managing your organization’s retirement plan can feel overwhelming, but you don’t have to navigate it alone. Whether you’re focused on improving your plan design, reducing fees, or ensuring proper fiduciary governance, we provide independent, objective guidance tailored to the unique needs of your organization.
Our commitment is to help you make informed, strategic decisions that benefit both your plan participants and your organization. With years of experience in fiduciary consulting, investment monitoring, and participant education, we’re here to support you in creating a retirement plan that’s effective and sustainable.
Let’s work together to build a plan that reflects your values and drives meaningful results for your participants.
Contact us today to learn more about how we can assist you in working toward your organization’s retirement plan goals.
Our Location
Gateway Financial Partners
455 Winding Brook Drive
Glastonbury, CT 06033
860-461-1124
ian.green@mygfpartner.com
