News
JULY TOP ADVISOR BY PARTICIPANT OUTCOMES (TAPO)—Kathleen Kelly
July 1, 2019
"We believe the 401k plan should be the 'front porch’ of a benefits program". Read more.
MAY TOP ADVISOR BY PARTICIPANT OUTCOMES (TAPO)—Brad Arends
May 1, 2019
Brad's success in plan participation stems from an innovative algorithm and 'auto' initiatives. Read more.
MICHAEL M. KANE NAMED PRESIDENT OF THE RETIREMENT ADVISOR COUNCIL
April 9, 2019
Micheal M. Kane founder and Managing Director of Plan Sponsor Consultants has been named President of the Retirement Advisor Council. Read more.
APRIL TOP ADVISOR BY PARTICIPANT OUTCOMES (TAPO)—KRISTI BAKER
April 1, 2019
Kristi provides the answer to lack of awareness in DC plans. Read more.
JANUARY TOP ADVISOR BY PARTICIPANT OUTCOMES (TAPO)—BLAKE THIBAULT
January 4, 2019
How, specifically, is he moving the needle? Read more.
RETIREMENT ADVISER AGGREGATORS WANT TEAMS, NOT INDIVIDUALS
June 2, 2018
Jim Owen, Managing Partner of GRPAA, provides his tips to help small advisers looking to sell or join a specialist. Read more
GRPAA MEMBER WINS JUNE TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
June 1, 2018
Joe DeNoyior believes the key to success is making the 401k more of an experience than a benefit. The Washington Financial Group advisor and team encourages participants to be engaged and understand what it takes to achieve positive participant outcomes. Read more
FINANCIAL WELLNESS PROGRAMS PAY OFF FOR REPEAT USERS
May 30, 2018
According to a recent study, repeat users of financial programs are twice as likely to be on track for retirement and are also less likely to report overwhelming levels of stress. Read more
PARTICIPANTS' PERSONAL DEBT GAINS ATTENTION
May 29, 2018
GRPAA Member Todd Timmerman discusses one of the biggest hurdles keeping employees from reaching retirement readiness. Read more
GRPAA MEMBER WINS MAY TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
May 1, 2018
Chad and the MRP team created a comprehensive education and engagement program for employees of long-time client after a "hard freeze" of their defined benefit pension plan. Read more
WHAT IS THE BIGGEST EMERGING THREAT TO RETIREMENT PLAN ADVISERS?
April 20, 2018
Bill Chetney, the founder of GRPAA, says being complacent is a surefire way for 401(k) advisers to lose their jobs. Watch here
FINANCIAL FINESSE ESTIMATES STRONGER ROI FOR WORKPLACE FINANCIAL WELLNESS PROGRAMS THAT FOCUS ON LIFE PLANNING
March 13, 2018
Last week Financial Finesse released a new study focusing on common life events that the majority of employees proactively face: buying a home, getting married and having children. Read more
ADVISERS, LET'S CHANGE THE RETIREMENT CONVERSATION
February 26, 2018
Discussions rooted in fear tend to discourage clients. Instead, talk about what clients already have. Read more
SINK OR SWIM - HOW ONE ELITE 401K ADVISOR FINDS (AND SUSTAINS) SUCCESS
February 22, 2018
As with exercise, it’s all about efficiency. Andrew DeGroat dives in. Read more
GRPAA MEMBER WINS FEBRUARY TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
February 7, 2018
For Alex Assaley and the AFS 401(k) team, the key is an ability to provide advice on anything 'that has a dollar sign next to it'. Read more
EMPLOYEE BENEFIT ADVISER ARTICLE HIGHLIGHTS GRPAA MEMBERS' SUCCESS UTILIZING FINANCIAL FINESSE
January 11, 2018
NYPD Benefits From Financial Education. Read more
GRPAA MEMBER WINS JANUARY TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
January 5, 2018
Barbara Delaney and StoneStreet Renaissance aim extremely high (and hit) participation rate targets. Read more
GRPAA MEMBER WINS DECEMBER TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
December 20, 2017
It's tangible, measurable and great for outcomes. Todd Timmerman and his team at Retirement Plan Analytics explain. Read more
GRPAA MEMBERS REPRESENT 24 OF THE 2017 NAPA TOP WOMEN ADVISORS
December 19, 2017
Today, the National Association of Plan Advisors (NAPA) is pleased to announce its 2017 list of Top Women Advisors. Read more
GRPAA MEMBER WINS NOVEMBER TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
December 11, 2017
Kristina Keck and Woodruff-Sawyer assume nothing about employee behavior. Read more
FINANCIAL FINESSE WINS MOST INNOVATIVE EDUCATION PRODUCT OF THE YEAR
December 7, 2017
CEO Liz Davidson Increasingly Recognized for Creating the Financial Wellness Industry and Leading Its Innovation. Read more
WHY CITs MAKE SO MUCH SENSE (ESPECIALLY NOW)
November 20, 2017
GRPAA's Bill Chetney and Envestnet Retirement Solutions' Babu Sivadasan discuss CITs - why and why now - at the Excel 401(k) Conference. Watch here
GRPAA MEMBER WINS JULY TOP ADVISOR BY PARTICIPANT OUTCOMES AWARD (TAPO)
July 25, 2017
401kSpecialist has announced that Jim Marshall, President of Mequon, Wisconsin-based Spectrum Investment Advisors, has been awarded this month's Top Advisor by Participant Outcomes award. Read more
GRP NAMED A TOP BROKER DEALER BY INSTITUTIONAL INVESTOR
May 24, 2017
Global Retirement Partners was recently named a Top Broker Dealer at the inaugural DC Industry Leader Rankings. Read more
WHAT PLAN SPONSORS LOOK FOR IN A 401(K) ADVISER
May 21, 2017
Jim Owen, managing partner at Global Retirement Partners, talks to InvestmentNews about what plan sponsors want in a 401(k) adviser. Read more
RETIREMENT PLAN ADVISERS TURNING TO RIA AGGREGATORS TO BUILD PRACTICES
May 21, 2017
Interest in aggregator firms focused on 401(k) plans has grown, but advisers must weigh what they’d be sacrificing and gaining through such arrangements. Read more
GRPAA CONGRATULATES 12 ADVISORS NAMED FINALISTS FOR NAPA’S TOP 50 PLAN ADVISORS UNDER 40
March 2, 2017
GRPAA congratulates the 2017 finalists for NAPA’s “Top 50 Plan Advisors Under 40,” including 12 GRPAA advisors. Read more
ISG ADVISORS JOINS GRPAA
February 22, 2017
GRP Advisor Alliance today announced that ISG Advisors, a Wisconsin-based independent insurance company focusing on employee benefits and retirement services, has joined as a member firm. Read more
HOW TO STAY ALIVE IN A FIREFIGHT: GRPAA 2017 SUMMIT
January 28, 2017
You will only be as good as you train yourself to be; we practice as we play; learn to plan and plan to learn. Read more on 401kspecialistmag.com
DOL’S 401K FIDUCIARY RULE IS NOT WHAT YOU THINK: GRPAA 2017 SUMMIT
January 27, 2017
“What is the difference between ERISA 3(38) and 3(21)?” Done Trone asked at the outset of his session at GRP Advisor Alliance’s annual summit Friday afternoon. “The cool people know it is 17.” Read more on 401kspecialistmag.com
SOMETHING BIG HAPPENED AT THIS 401K CONFERENCE: GRPAA 2017 SUMMIT
January 27, 2017
The heavens parted, the angels sang and something big happened at GRP Advisor Alliance’s annual summit Friday morning— Liz Davidson provided a succinct definition of financial wellness, at least when compared with financial education. Read more on 401kspecialistmag.com
HOT NEW THING — COLLECTIVE INVESTMENT TRUSTS? GRPAA 2017 SUMMIT
January 27, 2017
“Anyone know the average number of funds offered by the typical 401k advisor?” Christopher Giles, senior managing partner of GRP Advisor Alliance, asked attendees at the firm’s annual summit in Phoenix on Friday morning. “It’s 800. I’ve seen some as high as 1,600. How does one even perform quarterly due diligence on that many?” Read more on 401kspecialistmag.com
WHY EVERYTHING IN THE 401K INDUSTRY IS CHANGING: GRPAA 2017 SUMMIT
January 27, 2017
The longevity economy is headed your way; 401k advisors can respond to it, adapt to it or it will change around them. Read more on 401kspecialistmag.com
HOW TO ‘THROW A WRENCH’ INTO 401K PLANNING: GRPAA 2017 SUMMIT
January 27, 2017
Global Retirement Partners Advisor Alliance kicked off its summit in Phoenix on Friday morning with bad 401k jokes and good 401k information. It’s theme, “throwing wrenches” to disrupt the industry, came complete with props and a rotational table-top discussion format that provided something different (finally) on the conference circuit. Read more on 401kspecialistmag.com
GRPAA ANNOUNCES SPEAKERS FOR 2017 NATIONAL CONFERENCE
January 22, 2017
GRPAA announced its impressive lineup of speakers for the upcoming GRPAA National Conference that takes place at the Arizona Biltmore in Phoenix, Arizona on January 26-29. Read More
LAMCO ADVISORY SERVICE JOINS GRPAA
January 5, 2017
GRP Advisor Alliance recently announced that LAMCO Advisory Services, a Florida-based, consulting firm has joined GRP’s rapidly growing roster. Read More
AVONDALE PARTNERS JOINS GRPAA
December 12, 2016
GRP Advisor Alliance recently announced that Avondale Partners, a Nashville-based, employee-owned investment banking and asset management firm has joined GRP’s rapidly growing roster. Read More
GRPAA CONGRATULATES 28 MEMBER ADVISORS RECOGNIZED AS FINANCIAL TIMES TOP 401 RETIREMENT ADVISERS
November 7, 2016
“We are incredibly proud to partner with some of the industry’s best and brightest retirement plan advisors and are delighted by this acknowledgment from Financial Times of their tireless commitment to their work,” said Bill Chetney, Founder of GRP Advisor Alliance. Read More
GRP ADVISOR ALLIANCE, FINANCIAL FINESSE OFFERS BIG PLANS FOR SMALLER FIRMS
September 20, 2016
GRP Senior Managing Partner Christopher Giles talks to Employee Benefit News on GRPAA and Financial Finesse’s plans for smaller firms. Read More
GRP ADVISOR ALLIANCE’S BILL CHETNEY DISCUSSING MILLENNIALS AT THE NASDAQ
September 7, 2016
GRP Founder Bill Chetney appeared on The Millennial Report to discuss #LifeGoals and Retirement. Read More
GRP ADVISOR ALLIANCE TEAMS WITH ALLIANCE BENEFIT GROUP
August 17, 2016
On Wednesday, high-profile 401(k) industry network GRP Advisor Alliance announced it has formed a strategic partnership with Alliance Benefit Group, a national network of independently owned advisory and consulting firms which claims to be one of the largest 401(k) retirement plan administrators in the country. Read More
GRP ADVISOR ALLIANCE ANNOUNCES STRATEGIC PARTNERSHIP WITH ALLIANCE BENEFIT GROUP
August 17, 2016
GRPAA today announced a strategic partnership with Alliance Benefit Group, a national network of independently owned advisory and consulting firms and one of the largest retirement plan administrators in the country. Read More
WOMEN IN PENSIONS ADVOCACY GROUP REVAMPS ONLINE PRESENCE
August 5, 2016
Women in Pensions Network Board President Amy Glynn, of GRP Advisor Alliance, explains that “isolation is one of the biggest impediments to pension industry career advancement for women.” Read More
GRPAA’S BROOKE AUSTIN FEATURED IN MEMBER SPOTLIGHT FOR WOMEN IN PENSIONS NETWORK
August 5, 2016
GRPAA’s AVP of Business Development was recently featured in Women in Pensions Network. Read More
GLOBAL RETIREMENT PARTNERS RELEASES INNOVATIVE STABLE VALUE ANALYZER TOOL
July 7, 2016
Global Retirement Partners has partnered with Invesco Ltd. to provide quarterly Stable Value comparison reports using Invesco’s SVAnalyzer, a comprehensive tool that simplifies the comparison process across a range of stable value characteristics and shows the advisor/consultant how to compare product criteria that may have otherwise been overlooked. Read More
GLOBAL RETIREMENT PARTNERS LANDS NEW 401K ADVISOR, $2 BILLION IN ASSETS
June 27, 2016
Global Retirement Partners, the brainchild of high-profile 401(K) industry insider Bill Chetney, said last week that Ellen Lander and her firm, Renaissance Benefit Advisors (RBA) of Jamison, Pennsylvania, has joined GRP. Read More
401(K) MARKETING: WHY ADVISORS CONTINUE TO FAIL
June 8, 2016
Sheri Fitts is blunt about the mistakes 401(k) financial advisors make, and like most marketing mavens, she says it has to do with their brand—but not it a way one would think. Read More
DIDN’T GET THE 401(K) BUSINESS? TIME TO FIND OUT WHY
June 5, 2016
Too many advisors fail to follow-up after missing out on a piece of 401(k) plan business. Those that do rarely get a straight answer. The solution, says Yaqub Ahmed, is to hire a win/loss consultant. Read More
AVOID THE 3 F’S OF 401(K) FINANCIAL ADVICE
June 5, 2016
Grant Arends, the president of consulting services with Alliance Benefit Group Financial Services, didn’t hold back Sunday morning at the GRP Advisor Alliance 2016 Industry Leaders Conference in Haines, Alaska. Read More
WANT TO CHANGE 401(K) PARTICIPANT BEHAVIOR? START WITH THEIR BELIEFS
June 5, 2016
A morning session at the GRP Advisor Alliance 2016 Industry Leaders Conference in Haines, Alaska on Sunday centered on financial wellness and what it will really take to change 401(k) participant behavior, as well as the investing public in general. Read More
401(K) AGGREGATION: AN ADVISOR’S DAVID TO THE INDUSTRY’S GOLIATH
May 16, 2016
Aggregation – in any number of flavors – is growing in the retirement space, and with good reason. The economics and scalability it affords enables firms to compete in a shrinking margin environment. Read More
2016 401(K) SUMMIT: GLOBAL RETIREMENT PARTNERS, ‘FINANCIAL WELLNESS PROGRAMS KEY TO SAVING SUCCESS’
April 17, 2016
GRPAA Founder Bill Chetney talks to John Sullivan about financial wellness programs. Read More
CITS IN 401(K) PLANS
September 29, 2015
Elite advisors including GRP are creating CITs for their clients, creating buying power which they can make available to clients who otherwise not be able to access them. Read more
CHETNEY: RESHAPING THE FUTURE AGAIN
September 23, 2015
Bill Chetney is often credited with not only helping plan advisors become an important part of the financial services industry, but helping define their persona as well. Read more
GRP ADVISOR ALLIANCE HOSTS ALASKAN ADVENTURE AT VIKING COVE GUEST HOMES
August 26, 2015
Leadership team met August 13-17 with industry leaders to discuss industry standards and programs. Read more
GRP EXPANDS ALLIANCE WITH FOUR FIRMS
June 26, 2015
GRP Advisor Alliance adds four new member firms representing an additional $16 billion in retirement plan assets for the group. Read more
GRP ADVISOR ALLIANCE SECURES FINANCIAL FINESSE AS EXCLUSIVE FINANCIAL WELLNESS PARTNER
June 9, 2015
GRP Advisor Alliance announces partnership with leading financial wellness provider, Financial Finesse. Read more
RETIREMENT PLAN ADVISORY FIRMS TO ACQUIRE GLOBAL RETIREMENT PARTNERS
March 31, 2015
A group of leading retirement plan advisory firms today announced their intentions to acquire Global Retirement Partners, LLC (GRP), a retirement plan consulting firm servicing over 100 advisors across the US. Read more
