WE MAKE 401K'S SUCCESSFUL AND SIMPLE
GGA Retirement is an experienced, independent consultant for 401k plans, serving as a 3(38) or 3(21) plan fiduciary.
For employers and financial advisors overseeing retirement plans, we improve employee outcomes through an exclusive investment education app, reduce costs, provide investment fiduciary protection, and ease operational and decision-making burdens.
We are a division of Granite Group Advisors, a wealth management firm established in 2003 to be the investor’s advocate through a business model based on truth and transparency.
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INQUIRIES
Click here to view our brochure (ADV 2), or here to view our Relationship Summary (CRS)
GRANITE GROUP RETIREMENT
OUR SERVICES.
GGA Retirement was established to address investment issues in defined contribution retirement plans that create risks to employers and financial advisors, and sub-optimal outcomes for employees. Our services work seamlessly with a plan’s existing vendors to simplify and improve operations, reduce risks and lead to better employee participation and results. We make your retirement plan successful and simple.
For Employers
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3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability
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Complete fee transparency to lower costs
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Fund evaluation, selection and monitoring to help with your fiduciary responsibility
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Flexibility to work with any service provider
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Ability to work with any local advisor
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Exclusive education site and app for employee allocation help
For Financial Advisors
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Financial Advisor continues to lead the client relationship
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Services designed to reduce your workload
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3(38) discretionary and 3(21) non-discretionary investment fiduciary to lower your liability
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Fund evaluation selection and monitoring
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White labeled employee education resources
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Option to become a non-fiduciary to lower your liability and continue to offer your services to individual clients
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