Retirement Plan Specialists

GRP is is one of the largest and most award-winning group of retirement plan specialists in the country. We are a People company in that we provide services and technology to the top financial advisors that provide the services directly to the American public and beyond. The effort we endure to provide these dynamic services and technology directly affect and enhance the lives of over 1.5 million plan participants within the over 6,000 retirement plans we service.

GRP Advisors collectively leverage the expertise, scale and proprietary technology provided through their affiliation to attract new clients and win business. We believe that our offering is the foundation for the overall success of our advisors across the country.

Below are some of the Resources GRP Affiliates have access to:

• Top Level Transition Support
• Advisor Training
• Marketing & Branding Support
• Fiduciary Governance Support & Documentation
• Plan Design Analysis & Benchmarking
• Investment Selection & Monitoring
• Investment Policy Development Assistance
• Vendor Search & Selection Support
• Plan Conversion Implementation Support
• Plan Conversion Implementation Support
• Participant Education & Support
• Plan Audit Support
• 3(21) & 3(38) Fiduciary Support
• Custom Asset Allocation Solutions
• Committee Fiduciary Education
• Provider Oversight Support & Benchmarking
• Operational Plan Support