About Newcleus LLC
<p>Founded in 2018, Newcleus LLC advises institutions on compensation and investment programs that tie retirement-plan work to broader balance-sheet and benefit strategy. The firm has 125 employees and reports $110.0B in AUM (2026).</p> <p>Headquartered in Yardley in the Philadelphia metro area, with an additional office in Summit in the New York–New Jersey region, Newcleus works with qualified and non-qualified plans. Its retirement plan work includes plan design, participant advice, compliance support, and fiduciary audit services as part of its role among <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <p>Newcleus also supports institution-focused programs such as BOLI, COLI, and ICOLI, along with non-qualified deferred compensation and hedging strategies. A practical differentiator is the firm’s blend of institutional investing and insurance strategy experience, which lets teams address plan structure, financing, and employee education in one place.</p> <ul> <li>Qualified plans, including 401(k) retirement plans</li> <li>Non-qualified deferred compensation plan design and management</li> <li>Participant advice and employee education programs</li> <li>Compliance support and fiduciary audit services</li> <li>BOLI, COLI, ICOLI, and related hedging strategies</li> </ul>
Website: https://www.newcleus.com/401k/
Founded: 2018
Employees: 125
Office Locations
- Yardley, PA (Headquarters)
- Summit, NJ
Accreditations & Certifications
- AIF®
Services Offered
- Plan Design Consulting
- Participant Investment Advice
- Compliance Services
- Fiduciary Audit Services
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $110.0B