# Newcleus LLC
Source: https://planprovider.pro/provider/newcleus-llc

> Founded in 2018, Newcleus LLC advises institutions on compensation and investment programs that tie retirement-plan work to broader balance-sheet and benefit…

Retirement Plan Advisor

Yardley, PA

## 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/](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

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