The Qualified Leverage Strategy (QLS) helps participants minimize taxes on qualified plan assets, increase cash flow and optimize assets going to beneficiaries. Qualified plan assets are repositioned resulting in two tax-free buckets of money. This process meets all current federal tax codes.
Global Retirement Partners is thrilled to announce the list of our advisors/member firms that were selected in the 2018 edition of the Financial Times 401 Top Retirement Advisors ("FT 401")!
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.