CITs* are pooled investment vehicles sponsored and maintained by a trust company who also serves as the trustee. While mutual funds are commingled investment vehicles maintained by an asset management company and are made available to retirement plans as well as individual investors, CITs are only offered to qualified retirement plans.
It’s only taken 90 days for GRP Advisor Alliance’s newest retirement plan solution, the Retirement Advisors Edge program, to aggregate over $100M in plan assets since its launch back in January.
GRP Financials’ home office continues to expand, this time adding an industry veteran as their new Director of Risk Management. Sal Zambito, Chief Operations Office at the San Rafael, CA-based firm has confirmed that Don German, MBA has officially joined the retirement plan-focused RIA.
Much like their network of retirement-focused advisors, the GRP Advisor Alliance home office continues to expand.
An 11-year-old Cascadia RIA with more than $400 million in retirement plan assets and about 130 plans recently joined Bill Chetney's alliance of 401(k) plan advisors (KPAs).
A KPA shop in southern Virginia recently aligned with the GRP Advisor Alliance (GRPAA). Craig Stanley, head of the Summit Group 401(k) Consulting division of Summit Group of Virginia, confirms that the three-person division linked in with GRPAA last month. Summit, based in Virginia Beach, continues to align with Ameritas Investment Corp as its B-D and RIA.
A Midwestern employee benefits firm's 401(k) plan advisor (KPA) arm recently aligned with Global Retirement Partners (GRP).
A new program enabling you to competitively scale down market in a fee-based capacity reducing risk for both you and your clients!
Together we have opened a whole new avenue for native Spanish speakers, representing more than 40 million people in the US today, to better their lives and their personal finances with the Spanish translation work we’ve completed in partnership with Financial Finesse.