Retirement Plan Specialists

GRP is 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 & Documentation
Plan Design Analysis & Benchmarking
Investment Section & Monitoring
Investment Policy Development
Vendor Search & Section
Plan Conversion Implementation
Participant Education & Support
Plan Audit Support
3(21) & 3(38) Fiduciary Support
Custom Asset Allocation Solutions
Committee Fiduciary Education
Provider Oversight & Benchmarking
Operational Plan Support
Insurance Services & Support