Industry Partnerships

We believe that a team approach makes all the difference.

By taking our best attributes and combining them with the strengths of our industry partners, we can provide an exemplary level of service and expertise.

Global Retirement Partners Advisor Alliance (GRPAA)

Who they are

GRPAA is an elite group of retirement plan-focused advisors from across the country who all share a collective mission of evolving the retirement plan industry and improving the retirement security of hardworking Americans. This alliance represents 350 retirement plan advisors, over 25,000 retirement plans, and over $200 billion in plan assets.

 

The benefit to our clients

Our partnership with GRPAA allows us to network with the “best of the best” in order to always bring fresh, forward-thinking ideas to our clients. In addition, via the leverage GRPAA has established within the industry, our clients are provided exclusive access to industry-leading Financial Wellness programs, as well as low-cost investment options for their plan menu, called Collective Investment Trusts (CITs), that are not available to the general public and advisor community.

Retirement Plan Advisory Group (RPAG)

Who they are

Retirement Plan Advisory Group is an independent alliance of retirement plan-focused advisors from across the country, representing 425 firms, 30,000 retirement plans, and over $200 billion in plan assets.

 

The benefit to our clients

Through our partnership with RPAG, we can deliver our services via the tools and technology representative of a national consulting practice – all while still maintaining our boutique firm structure that allows us to build strong relationships with our clients.  These resources, which are supported by a team of Chartered Financial Analysts® (CFAs) and ERISA attorneys, assist us in providing our clients with highly-efficient investment monitoring, fee analysis, and vendor benchmarking solutions.

National Association of Plan Advisors (NAPA)

Who they are

NAPA, a part of the American Retirement Association, is a professional society and advocacy group exclusively focused on the issues that matter to retirement plan advisors and their clients. Their core values mirror ours, as they focus on improving the retirement security of working Americans.

 

The benefit to our clients

Not only does NAPA provide us with a wealth of up-to-date industry knowledge to support our clients, it also operates as our collective voice in Washington, D.C., guiding and advocating for legislative and regulatory actions that benefit retirement plans, the employers that sponsor them, and the employees that benefit from them.

Ameritas Investment Corp (AIC)

Who they are

Ameritas Investment Corp. serves as our independent broker-dealer and Registered Investment Advisor (RIA). Due to our heavily-regulated industry, AIC assists us in processing our investment business and remaining compliant with investment laws and regulations.

 

The benefit to our clients

AIC is a Registered Investment Advisor, which allows us to provide our services as an Investment Advisor Representative. As such, we can do so as an independent, unbiased co-fiduciary along with the financial strength and resources of a national broker-dealer.

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