Team GRP gives back!
On April 6, 2016, the U.S. Department of Labor issued its highly anticipated final rule that redefines when a person is considered to be a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code (Code).
GRP Advisor Alliance is looking forward to this year’s PLANSPONSOR National Conference in Washington, DC on June 15-17. After making the move from Chicago, the conference is still one of the industry’s only events to bring together retirement advisors, plan sponsors and the providers who support them.
When I left the hedge fund world in 1999 to start Financial Finesse, I’m positive that there was a strong contingent of onlookers who thought I had seriously lost my mind.
(originally posted at 401kspecialistmag.com)
GRPAA Founder, Bill Chetney, recently discussed financial wellness with John Sullivan of 401(k) Specialist at the 2016 NAPA 401(k) Summit.
Collective Investment Trusts (CITs) are coming down market and providing advisors great opportunities to deliver significant value to plan sponsors and participants. Beginning to integrate CITs into your practice, while exciting and offering you an opportunity to differentiate, can seem a little daunting. It doesn’t have to be the case!
Education is crucial to help retirement plan participants make the best tax choices
Retirement plan advisors don’t typically spend the majority of their time focusing on taxes for participants. However, there are interrelated decisions around taxes that can impact a participant’s retirement and the economics of the plan sponsor.