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Agreements

Plan Agreements

Fee Notification and Amendment

Client Forms Checklist

ERISA Plan Advisory Agreement

IAA - Participant Account

Investment Advisory Agreement - Simple IRA Plans

Non-ERISA Plan Advisory Agreement

Payment Instructions

PEP 3(38)Advisory Agreement

PEP Adopting Employer Consulting Agreement

Plan Update Notification

Sample Invoice - Asset Based Fee

Sample Invoice - Flat Fee

Services Amendment

Retirement Plan Agreement Enhancements And FAQs

Sample Agreement Guide

Plan Design Amendment

 

Investment Agreements

Wrap Brochure

(IFA ONLY) Retail IAA - LPL

(IFA ONLY) Retail IAA - LPL GWP Accounts

Client Forms Checklist

Client Meeting Documentation

Financial Planning Agreement

Guidelines for Completing a Retail Investment Advisory Agreement

Payment Instructions

Retail IAA- CS

Retail IAA- Fidelity

Retail IAA- LPL

Retail IAA- LPL GWP

Retail IAA- TPMM

Retail IAA- TPMM TRUST ACCOUNT

Sample Invoice - Individual Clients

Schwab Client Agreement for Wrap Free

WRAP Agreement

 

Consulting Agreements

Fee Notification and Amendment

Client Forms Checklist

Consulting Agreement - Simple IRA Plans

Consulting Agreement

Payment Instructions

PEP Adopting Employer Consulting Agreement

Plan Update Notification

Sample Invoice - Flat Fee

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Address

4340 Redwood Highway
Suite B-60
San Rafael, CA  94903

Contact

P | 415-526-2750
E | home.office@grpfinancial.com

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Securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. GRP Financial, Global Retirement Partners, LLC, HUB International and HUB Retirement & Wealth Management are separate entities from and not affiliated with LPL Financial. 

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Global Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. 

The financial professional associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

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